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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.58M
3
+$2.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.87M

Top Sells

1
+$283K
2
+$78.3K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$48.6K
5
KO icon
Coca-Cola
KO
+$44.2K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
717
252
$28K 0.01%
552
253
$28K 0.01%
3,500
254
$27K 0.01%
2,803
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255
$27K 0.01%
3,300
256
$26K 0.01%
259
-183
257
$26K 0.01%
925
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258
$26K 0.01%
456
259
$25K 0.01%
28,040
-8,120
260
$25K 0.01%
+225
261
$25K 0.01%
950
262
$24K 0.01%
800
263
$24K 0.01%
150
264
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+710
265
$24K 0.01%
1,136
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266
$24K 0.01%
424
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267
$23K 0.01%
295
+250
268
$23K 0.01%
+890
269
$23K 0.01%
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270
$23K 0.01%
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271
$23K 0.01%
201
272
$23K 0.01%
3,464
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273
$22K 0.01%
188
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274
$22K 0.01%
66
275
$22K 0.01%
593
+20
9 10
11
12 13