AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
326
$5K ﹤0.01%
91
327
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328
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200
+150
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200
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500
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20
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$5K ﹤0.01%
+200
333
$5K ﹤0.01%
100
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$5K ﹤0.01%
299
336
$4K ﹤0.01%
80
337
$4K ﹤0.01%
+100
338
$4K ﹤0.01%
+47
339
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100
340
$4K ﹤0.01%
105
+1
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$4K ﹤0.01%
119
+1
342
$4K ﹤0.01%
+165
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$4K ﹤0.01%
100
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$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%
143
+83
350
$3K ﹤0.01%
120
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