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
476
$57K 0.01%
2,534
+2
477
$57K 0.01%
2,490
478
$56K 0.01%
1,320
479
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670
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$56K 0.01%
2,250
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481
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482
$51K 0.01%
+765
483
$51K 0.01%
4,000
484
$51K 0.01%
418
485
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1,169
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486
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1,387
-12
487
$50K 0.01%
402
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488
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489
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490
$47K 0.01%
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491
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268
492
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493
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325
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494
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495
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135
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757
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$36K 0.01%
+1,000
500
$36K 0.01%
252
18 19
20
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