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
326
$5K ﹤0.01%
91
327
$5K ﹤0.01%
115
328
$5K ﹤0.01%
200
+150
329
$5K ﹤0.01%
200
330
$5K ﹤0.01%
500
331
$5K ﹤0.01%
20
332
$5K ﹤0.01%
+200
333
$5K ﹤0.01%
100
334
$5K ﹤0.01%
102
335
$5K ﹤0.01%
299
336
$4K ﹤0.01%
100
337
$4K ﹤0.01%
105
+1
338
$4K ﹤0.01%
119
+1
339
$4K ﹤0.01%
80
340
$4K ﹤0.01%
+100
341
$4K ﹤0.01%
+47
342
$4K ﹤0.01%
+165
343
$4K ﹤0.01%
100
344
$4K ﹤0.01%
120
345
$4K ﹤0.01%
339
+153
346
$4K ﹤0.01%
1,500
347
$4K ﹤0.01%
+712
348
$4K ﹤0.01%
1
349
$3K ﹤0.01%
75
350
$3K ﹤0.01%
410
+288
12 13
14
15 16