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
276
$22K 0.01%
254
-11
277
$21K 0.01%
200
+100
278
$21K 0.01%
1,380
279
$21K 0.01%
203
+52
280
$21K 0.01%
435
-102
281
$21K 0.01%
844
282
$20K 0.01%
150
+34
283
$20K 0.01%
350
284
$20K 0.01%
193
285
$20K 0.01%
1,657
-2,832
286
$20K 0.01%
490
+125
287
$20K 0.01%
500
288
$20K 0.01%
824
289
$20K 0.01%
+200
290
$19K 0.01%
1,500
291
$19K 0.01%
1,500
292
$19K 0.01%
224
+6
293
$19K 0.01%
315
+55
294
$19K 0.01%
+1,300
295
$19K 0.01%
520
296
$18K 0.01%
160
297
$17K 0.01%
1,500
298
$17K 0.01%
378
+351
299
$17K 0.01%
750
300
$17K 0.01%
423
+2
10 11
12
13 14