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
501
$36K 0.01%
522
+200
502
$35K 0.01%
995
503
$35K 0.01%
123
-333
504
$34K 0.01%
235
505
$33K 0.01%
500
+150
506
$33K 0.01%
690
+9
507
$33K 0.01%
518
508
$32K 0.01%
2,217
+50
509
$32K 0.01%
142
-2
510
$32K 0.01%
287
511
$32K 0.01%
906
512
$30K 0.01%
225
-6
513
$30K 0.01%
1,242
-2,975
514
$30K 0.01%
1,264
515
$29K 0.01%
1,570
+1,070
516
$29K 0.01%
465
+3
517
$29K 0.01%
886
+457
518
$28K 0.01%
404
519
$28K 0.01%
1,066
520
$27K 0.01%
+600
521
$26K 0.01%
13
+7
522
$25K 0.01%
555
+207
523
$25K 0.01%
750
524
$25K 0.01%
478
-15
525
$24K 0.01%
100
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