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
401
$144K 0.03%
4,920
+600
402
$142K 0.03%
+1,600
403
$141K 0.03%
1,268
-15
404
$141K 0.03%
2,618
-22,803
405
$141K 0.03%
831
406
$140K 0.03%
+2,850
407
$140K 0.03%
1,390
-1,060
408
$140K 0.03%
2,375
-208
409
$139K 0.03%
2,790
-270
410
$138K 0.03%
3,212
+648
411
$138K 0.03%
2,349
-510
412
$137K 0.03%
+1,390
413
$137K 0.03%
2,930
-1,603
414
$134K 0.03%
1,716
-223
415
$134K 0.03%
4,429
+4,417
416
$133K 0.03%
7,454
-728
417
$132K 0.03%
879
418
$131K 0.03%
1,140
-8,875
419
$127K 0.03%
3,622
+1
420
$126K 0.03%
2,200
421
$124K 0.03%
4,091
+1,129
422
$121K 0.03%
2,778
+82
423
$120K 0.03%
2,118
+218
424
$120K 0.03%
2,309
425
$120K 0.03%
2,470
-1,290
15 16
17
18 19