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
$171M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$1.28M
4
MMM icon
3M
MMM
+$1.22M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1
+$379K
2
+$165K
3
+$142K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$130K
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
26
$1.54M 0.9%
51,378
+3,149
27
$1.48M 0.86%
25,755
+3,779
28
$1.4M 0.82%
22,840
+22,340
29
$1.36M 0.8%
13,349
+12,533
30
$1.36M 0.79%
67,063
+7,666
31
$1.33M 0.78%
30,750
+29,978
32
$1.3M 0.76%
15,693
+13,635
33
$1.29M 0.76%
10,854
+10,298
34
$1.26M 0.74%
10,910
+10,486
35
$1.22M 0.71%
27,515
+25,321
36
$1.21M 0.71%
13,430
+13,180
37
$1.15M 0.67%
11,651
+9,191
38
$1.14M 0.67%
23,810
+1,009
39
$1.13M 0.66%
9,758
+8,530
40
$1.12M 0.66%
8,068
+6,866
41
$1.11M 0.65%
11,853
+10,079
42
$1.1M 0.64%
13,641
+13,416
43
$1.05M 0.62%
36,888
+35,742
44
$1.03M 0.6%
10,936
+10,645
45
$1.02M 0.6%
10,374
+9,958
46
$1.01M 0.59%
7,225
+7,100
47
$998K 0.58%
33,437
+32,270
48
$993K 0.58%
17,212
+76
49
$989K 0.58%
5,681
+5,035
50
$987K 0.58%
17,222
+16,962
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