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
276
$249K 0.06%
3,056
-11
277
$246K 0.06%
1,867
-573
278
$245K 0.06%
2,489
+1,258
279
$243K 0.05%
7,400
280
$243K 0.05%
2,986
-36
281
$243K 0.05%
4,356
282
$242K 0.05%
21,996
+126
283
$241K 0.05%
+6,817
284
$240K 0.05%
16,467
285
$239K 0.05%
4,700
+1,880
286
$237K 0.05%
6,840
287
$237K 0.05%
3,640
288
$236K 0.05%
4,588
-84
289
$235K 0.05%
5,460
-69
290
$235K 0.05%
680
+30
291
$233K 0.05%
1,650
-7
292
$233K 0.05%
15,769
293
$232K 0.05%
3,550
+1,365
294
$232K 0.05%
3,240
295
$232K 0.05%
805
296
$232K 0.05%
8,320
+1,324
297
$231K 0.05%
+1,887
298
$230K 0.05%
2,190
-480
299
$228K 0.05%
5,744
+75
300
$227K 0.05%
12,846
-795
10 11
12
13 14