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
301
$227K 0.05%
3,090
302
$226K 0.05%
777
+19
303
$225K 0.05%
6,415
304
$224K 0.05%
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305
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306
$223K 0.05%
4,713
-18
307
$223K 0.05%
3,180
+1,100
308
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810
309
$221K 0.05%
7,170
310
$219K 0.05%
3,626
+2,530
311
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378
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312
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313
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314
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9,249
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315
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4,239
316
$212K 0.05%
5,790
+1,160
317
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5,519
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318
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8,070
319
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320
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12,965
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321
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322
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323
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4,442
-492
324
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+3,700
325
$202K 0.05%
4,990
+100
11 12
13
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