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
376
$2K ﹤0.01%
145
377
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35
378
$2K ﹤0.01%
100
379
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30
380
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154
+1
381
$1K ﹤0.01%
+10
382
$1K ﹤0.01%
100
383
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10
384
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50
385
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10
386
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2
387
$1K ﹤0.01%
50
388
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38
389
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232
390
$1K ﹤0.01%
100
391
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66
392
$1K ﹤0.01%
100
393
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100
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$1K ﹤0.01%
52
396
$1K ﹤0.01%
11
397
$1K ﹤0.01%
860
-340
398
$1K ﹤0.01%
104
399
$1K ﹤0.01%
3
400
– –
-96
14 15
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