AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-6.7%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$171M
AUM Growth
+$42.5M
(+33%)
Cap. Flow
+$52.1M
Cap. Flow
% of AUM
30.55%
Top 10 Holdings %
Top 10 Hldgs %
33.65%
Holding
447
New
45
Increased
154
Reduced
32
Closed
22
Top Buys
| 1 |
Nike
NKE
|
$1.37M |
| 2 |
Fiserv
FI
|
$1.3M |
| 3 |
Walt Disney
DIS
|
$1.28M |
| 4 |
3M
MMM
|
$1.22M |
| 5 |
Home Depot
HD
|
$1.21M |
Top Sells
Sector Composition
| 1 | Financials | 8.73% |
| 2 | Healthcare | 6.33% |
| 3 | Industrials | 4.94% |
| 4 | Technology | 4.86% |
| 5 | Energy | 3.84% |
