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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.58M
3
+$2.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.87M

Top Sells

1
+$283K
2
+$78.3K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$48.6K
5
KO icon
Coca-Cola
KO
+$44.2K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
300
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+200
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487
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$12K 0.01%
319
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142
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268
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252
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330
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195
336
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184
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$11K ﹤0.01%
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338
$11K ﹤0.01%
1,000
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339
$11K ﹤0.01%
400
340
$11K ﹤0.01%
302
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$10K ﹤0.01%
500
342
$10K ﹤0.01%
125
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343
$10K ﹤0.01%
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346
$10K ﹤0.01%
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347
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348
$10K ﹤0.01%
1,453
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349
$9K ﹤0.01%
206
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350
$9K ﹤0.01%
283
12 13
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