AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$518K
3
+$496K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$490K
5
SBUX icon
Starbucks
SBUX
+$410K

Top Sells

1
+$26M
2
+$7.35M
3
+$1.83M
4
IP icon
International Paper
IP
+$1.23M
5
KMB icon
Kimberly-Clark
KMB
+$1.02M

Sector Composition

1 Financials 9.68%
2 Healthcare 6.86%
3 Technology 6.44%
4 Industrials 6.38%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$179K 0.04%
1,885
+54
352
$178K 0.04%
829
+87
353
$178K 0.04%
2,423
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354
$178K 0.04%
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-45
355
$177K 0.04%
4,530
+4,190
356
$174K 0.04%
1,906
+425
357
$174K 0.04%
1,873
-22
358
$173K 0.04%
1,442
+107
359
$173K 0.04%
2,332
360
$172K 0.04%
1,040
-12
361
$171K 0.04%
573
-9
362
$170K 0.04%
2,610
363
$170K 0.04%
7,230
+1,710
364
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2,487
-1,747
365
$169K 0.04%
1,890
-1,412
366
$168K 0.04%
12,426
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367
$167K 0.04%
3,194
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368
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1,492
-18
369
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370
$165K 0.04%
8,170
-4,452
371
$165K 0.04%
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-320
372
$164K 0.04%
6,962
-1,964
373
$163K 0.04%
3,756
-122
374
$163K 0.04%
+2,568
375
$163K 0.04%
2,383
+73
13 14
15
16 17