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
$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
376
$162K 0.04%
5,673
+450
377
$160K 0.04%
7,439
-87
378
$159K 0.04%
2,985
-36
379
$158K 0.04%
2,563
-31
380
$158K 0.04%
6,737
-80
381
$158K 0.04%
1,182
+100
382
$158K 0.04%
8,606
-1,060
383
$156K 0.04%
5,880
+471
384
$156K 0.04%
3,744
+76
385
$156K 0.04%
3,940
+950
386
$155K 0.03%
14,038
-57
387
$154K 0.03%
10,997
+1,279
388
$153K 0.03%
2,330
+2
389
$153K 0.03%
3,831
390
$151K 0.03%
3,070
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391
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3,024
-1,957
392
$150K 0.03%
+1,052
393
$150K 0.03%
2,828
-124
394
$150K 0.03%
1,530
+330
395
$149K 0.03%
4,092
+195
396
$147K 0.03%
15,472
+9,792
397
$146K 0.03%
+3,673
398
$145K 0.03%
+3,470
399
$145K 0.03%
12,049
+2,021
400
$145K 0.03%
1,079
-13
14 15
16
17 18