We are live on ! Find out more
AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$1.36M
2
+$1.3M
3
+$1.27M
4
NKE icon
Nike
NKE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1.24M

Top Sells

1
+$377K
2
+$170K
3
+$148K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$127K
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%
70
377
$2K ﹤0.01%
30
378
$2K ﹤0.01%
15
379
$2K ﹤0.01%
163
380
$2K ﹤0.01%
200
-105
381
$1K ﹤0.01%
50
382
$1K ﹤0.01%
13
383
$1K ﹤0.01%
11
384
$1K ﹤0.01%
100
385
$1K ﹤0.01%
100
386
$1K ﹤0.01%
52
387
$1K ﹤0.01%
860
-340
388
$1K ﹤0.01%
104
389
$1K ﹤0.01%
3
390
$1K ﹤0.01%
+10
391
$1K ﹤0.01%
100
392
$1K ﹤0.01%
10
393
$1K ﹤0.01%
50
394
$1K ﹤0.01%
10
395
$1K ﹤0.01%
2
396
$1K ﹤0.01%
38
397
$1K ﹤0.01%
232
398
$1K ﹤0.01%
100
399
$1K ﹤0.01%
66
400
– –
-181
14 15
16
17 18