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
401
– –
-1,535
402
$0 ﹤0.01%
28
403
– –
-955
404
– –
-42
405
$0 ﹤0.01%
1
406
– –
-105
407
$0 ﹤0.01%
1
408
– –
-300
409
$0 ﹤0.01%
25
-76
410
$0 ﹤0.01%
+10
411
– –
0
412
– –
-66
413
– –
-700
414
– –
-22
415
– –
-28
416
$0 ﹤0.01%
+10
417
– –
-96
418
– –
0
419
$0 ﹤0.01%
3
420
$0 ﹤0.01%
11
+1
421
– –
-55
422
– –
-53
423
– –
-525
424
– –
-200
425
$0 ﹤0.01%
+20
14 15 16
17
18