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
426
$118K 0.03%
775
427
$118K 0.03%
+533
428
$118K 0.03%
837
429
$117K 0.03%
+5,467
430
$116K 0.03%
1,934
-67
431
$116K 0.03%
3,039
432
$112K 0.03%
2,709
-32
433
$109K 0.02%
1,910
434
$108K 0.02%
+5,409
435
$108K 0.02%
147
-48
436
$106K 0.02%
1,314
437
$103K 0.02%
1,559
-19
438
$103K 0.02%
3,216
-970
439
$102K 0.02%
1,081
-13
440
$102K 0.02%
13,282
-158
441
$101K 0.02%
849
+39
442
$98K 0.02%
2,168
+353
443
$98K 0.02%
1,613
-1,530
444
$96K 0.02%
2,744
+994
445
$96K 0.02%
8,014
-94
446
$93K 0.02%
885
-46
447
$92K 0.02%
3,398
+108
448
$90K 0.02%
1,000
449
$88K 0.02%
3,174
-188
450
$87K 0.02%
2,500
16 17
18
19 20