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
276
$11K 0.01%
114
277
$11K 0.01%
90
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$11K 0.01%
400
-115
279
$10K 0.01%
105
280
$10K 0.01%
206
281
$10K 0.01%
265
282
$10K 0.01%
210
-169
283
$10K 0.01%
726
284
$10K 0.01%
100
285
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286
$9K 0.01%
283
287
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500
288
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+350
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$9K 0.01%
700
290
$9K 0.01%
113
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$9K 0.01%
195
+116
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$9K 0.01%
184
+61
293
$8K ﹤0.01%
330
+115
294
$8K ﹤0.01%
400
-400
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$8K ﹤0.01%
+150
296
$8K ﹤0.01%
414
297
$8K ﹤0.01%
207
+23
298
$7K ﹤0.01%
700
299
$7K ﹤0.01%
475
300
$7K ﹤0.01%
131
+1
10 11
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