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
+$1.37M
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
351
$3K ﹤0.01%
75
352
$3K ﹤0.01%
410
+288
353
$3K ﹤0.01%
45
354
$3K ﹤0.01%
52
355
$3K ﹤0.01%
110
356
$3K ﹤0.01%
43
357
$3K ﹤0.01%
+50
358
$3K ﹤0.01%
43
359
$3K ﹤0.01%
53
360
$3K ﹤0.01%
100
361
$3K ﹤0.01%
+100
362
$3K ﹤0.01%
62
363
$3K ﹤0.01%
121
364
$3K ﹤0.01%
300
365
$3K ﹤0.01%
92
366
$3K ﹤0.01%
200
367
$3K ﹤0.01%
+151
368
$2K ﹤0.01%
100
369
$2K ﹤0.01%
16
370
$2K ﹤0.01%
+21
371
$2K ﹤0.01%
100
372
$2K ﹤0.01%
145
373
$2K ﹤0.01%
35
374
$2K ﹤0.01%
13
375
$2K ﹤0.01%
163
13 14
15
16 17