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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
426
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5
427
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428
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429
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100
430
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431
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432
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$0 ﹤0.01%
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434
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435
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439
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400
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445
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-25
446
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0
447
$0 ﹤0.01%
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