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
451
$87K 0.02%
2,605
+1,791
452
$85K 0.02%
1,303
+507
453
$85K 0.02%
6,381
-2,254
454
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+1,840
455
$83K 0.02%
4,451
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234
457
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420
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458
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6,838
+17
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$78K 0.02%
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460
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3,689
461
$74K 0.02%
5,453
462
$72K 0.02%
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463
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450
464
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465
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466
$71K 0.02%
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467
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470
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958
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472
$61K 0.01%
1,318
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473
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474
$61K 0.01%
6,672
+4
475
$58K 0.01%
883
-4,209
17 18
19
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