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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$1.36M
2
+$1.3M
3
+$1.27M
4
NKE icon
Nike
NKE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1.24M

Top Sells

1
+$377K
2
+$170K
3
+$148K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$127K
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
301
$7K ﹤0.01%
700
302
$7K ﹤0.01%
475
303
$7K ﹤0.01%
130
-10
304
$7K ﹤0.01%
+100
305
$7K ﹤0.01%
+150
306
$6K ﹤0.01%
422
307
$6K ﹤0.01%
119
308
$6K ﹤0.01%
+300
309
$6K ﹤0.01%
104
310
$6K ﹤0.01%
225
311
$6K ﹤0.01%
+75
312
$6K ﹤0.01%
90
+1
313
$6K ﹤0.01%
25
314
$6K ﹤0.01%
156
315
$6K ﹤0.01%
79
316
$6K ﹤0.01%
+178
317
$6K ﹤0.01%
181
+1
318
$6K ﹤0.01%
111
319
$6K ﹤0.01%
220
+57
320
$6K ﹤0.01%
3,000
321
$5K ﹤0.01%
20
322
$5K ﹤0.01%
102
323
$5K ﹤0.01%
299
324
$5K ﹤0.01%
100
325
$5K ﹤0.01%
275
11 12
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