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
301
$7K ﹤0.01%
672
302
$7K ﹤0.01%
100
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130
-10
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+100
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$7K ﹤0.01%
+150
306
$6K ﹤0.01%
+300
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$6K ﹤0.01%
104
308
$6K ﹤0.01%
422
309
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310
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+75
311
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90
+1
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$6K ﹤0.01%
25
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315
$6K ﹤0.01%
+178
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181
+1
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$6K ﹤0.01%
111
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$6K ﹤0.01%
220
+57
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$6K ﹤0.01%
3,000
320
$6K ﹤0.01%
119
321
$5K ﹤0.01%
100
322
$5K ﹤0.01%
275
323
$5K ﹤0.01%
141
-43
324
$5K ﹤0.01%
140
325
$5K ﹤0.01%
+390
11 12
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