AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$518K
3
+$496K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$490K
5
SBUX icon
Starbucks
SBUX
+$410K

Top Sells

1
+$26M
2
+$7.35M
3
+$1.83M
4
IP icon
International Paper
IP
+$1.23M
5
KMB icon
Kimberly-Clark
KMB
+$1.02M

Sector Composition

1 Financials 9.68%
2 Healthcare 6.86%
3 Technology 6.44%
4 Industrials 6.38%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.08%
4,392
-8
227
$343K 0.08%
4,060
228
$342K 0.08%
8,687
-50
229
$337K 0.08%
2,493
-21
230
$335K 0.08%
18,377
+3,120
231
$335K 0.08%
9,752
232
$333K 0.08%
11,050
233
$332K 0.07%
13,680
-180
234
$332K 0.07%
6,133
-1,712
235
$328K 0.07%
3,574
+3,551
236
$327K 0.07%
3,630
+951
237
$324K 0.07%
6,548
+299
238
$316K 0.07%
2,374
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239
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5,178
+4,128
240
$312K 0.07%
8,305
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241
$312K 0.07%
6,047
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242
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16,260
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243
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2,487
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244
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13,890
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245
$306K 0.07%
9,575
+1,000
246
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5,670
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247
$299K 0.07%
276
248
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2,729
-864
249
$296K 0.07%
4,530
+1,050
250
$295K 0.07%
2,049
-8
8 9
10
11 12