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
$171M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$1.28M
4
MMM icon
3M
MMM
+$1.22M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1
+$379K
2
+$165K
3
+$142K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$130K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$119K

Sector Composition

1 Financials 8.73%
2 Healthcare 6.33%
3 Industrials 4.94%
4 Technology 4.86%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
133
252
$16K 0.01%
447
+24
253
$16K 0.01%
381
254
$15K 0.01%
101
255
$15K 0.01%
+350
256
$15K 0.01%
288
257
$15K 0.01%
195
-20
258
$15K 0.01%
336
+55
259
$15K 0.01%
+181
260
$15K 0.01%
261
+2
261
$14K 0.01%
1,000
262
$14K 0.01%
217
263
$14K 0.01%
+100
264
$14K 0.01%
500
265
$14K 0.01%
300
266
$14K 0.01%
218
+34
267
$14K 0.01%
307
+33
268
$13K 0.01%
189
269
$13K 0.01%
247
+2
270
$12K 0.01%
550
271
$12K 0.01%
300
272
$12K 0.01%
127
273
$12K 0.01%
488
274
$12K 0.01%
301
275
$11K 0.01%
255
+2
9 10
11
12 13