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
351
$3K ﹤0.01%
143
+83
352
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120
353
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45
354
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52
355
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110
356
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43
357
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+50
358
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43
359
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53
360
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100
361
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+100
362
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62
363
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365
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366
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200
367
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+151
368
$2K ﹤0.01%
13
369
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163
370
$2K ﹤0.01%
200
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371
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74
372
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373
$2K ﹤0.01%
16
374
$2K ﹤0.01%
+21
375
$2K ﹤0.01%
100
13 14
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16 17