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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.58M
3
+$2.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.87M

Top Sells

1
+$283K
2
+$78.3K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$48.6K
5
KO icon
Coca-Cola
KO
+$44.2K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
422
377
$6K ﹤0.01%
5
-25
378
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267
+42
379
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475
380
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-120
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90
382
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79
383
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-10
384
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184
+1
385
$6K ﹤0.01%
401
-70
386
$6K ﹤0.01%
524
+24
387
$6K ﹤0.01%
200
388
$6K ﹤0.01%
500
389
$6K ﹤0.01%
126
+6
390
$5K ﹤0.01%
+343
391
$5K ﹤0.01%
131
+71
392
$5K ﹤0.01%
500
393
$5K ﹤0.01%
+100
394
$5K ﹤0.01%
178
395
$5K ﹤0.01%
+1
396
$5K ﹤0.01%
20
397
$5K ﹤0.01%
+47
398
$5K ﹤0.01%
+336
399
$4K ﹤0.01%
100
400
$4K ﹤0.01%
+39
14 15
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