AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
26
$4.04M 0.91%
20,818
+342
27
$3.98M 0.9%
50,288
+719
28
$3.94M 0.89%
158,514
+7,558
29
$3.94M 0.89%
50,375
-670
30
$3.87M 0.87%
27,412
-663
31
$3.42M 0.77%
42,276
+1,294
32
$3.35M 0.76%
19,075
+1,219
33
$3.29M 0.74%
31,671
-1,262
34
$3.16M 0.71%
11,574
+420
35
$3.03M 0.68%
12,524
-923
36
$2.99M 0.67%
53,260
+1,280
37
$2.85M 0.64%
22,858
-10
38
$2.82M 0.64%
8,634
-778
39
$2.81M 0.63%
58,517
+3,383
40
$2.78M 0.63%
22,865
+974
41
$2.76M 0.62%
67,860
+840
42
$2.63M 0.59%
48,062
+4,171
43
$2.48M 0.56%
58,747
+351
44
$2.41M 0.54%
54,529
-2,827
45
$2.41M 0.54%
66,696
+3,393
46
$2.33M 0.52%
89,834
+8,197
47
$2.29M 0.52%
11,944
-1,029
48
$2.23M 0.5%
31,962
+1,140
49
$2.23M 0.5%
44,682
-702
50
$2.2M 0.5%
26,589
+1,995
1
2
3 4 5