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
526
$24K 0.01%
133
527
$24K 0.01%
824
528
$23K 0.01%
336
+202
529
$23K 0.01%
167
-12
530
$23K 0.01%
1,039
531
$23K 0.01%
205
-18
532
$22K 0.01%
+2
533
$22K 0.01%
1,241
-1,395
534
$22K 0.01%
+200
535
$22K 0.01%
+800
536
$22K 0.01%
100
-4
537
$21K ﹤0.01%
250
538
$21K ﹤0.01%
389
+1
539
$21K ﹤0.01%
133
540
$20K ﹤0.01%
835
+80
541
$20K ﹤0.01%
522
+1
542
$20K ﹤0.01%
200
543
$19K ﹤0.01%
1,200
544
$19K ﹤0.01%
199
545
$19K ﹤0.01%
205
+93
546
$19K ﹤0.01%
489
547
$19K ﹤0.01%
+100
548
$19K ﹤0.01%
550
-550
549
$19K ﹤0.01%
267
+100
550
$18K ﹤0.01%
346
20 21
22
23 24