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
551
$18K ﹤0.01%
508
+231
552
$17K ﹤0.01%
1,500
553
$17K ﹤0.01%
160
-40
554
$17K ﹤0.01%
2,800
-360
555
$17K ﹤0.01%
400
-16
556
$17K ﹤0.01%
+150
557
$16K ﹤0.01%
500
-13
558
$16K ﹤0.01%
244
-74
559
$16K ﹤0.01%
1,250
560
$16K ﹤0.01%
+737
561
$16K ﹤0.01%
386
562
$16K ﹤0.01%
+834
563
$15K ﹤0.01%
313
564
$15K ﹤0.01%
184
565
$15K ﹤0.01%
392
566
$15K ﹤0.01%
1,122
+1,100
567
$14K ﹤0.01%
587
+200
568
$14K ﹤0.01%
126
+96
569
$14K ﹤0.01%
330
+300
570
$14K ﹤0.01%
290
-17,220
571
$13K ﹤0.01%
125
572
$13K ﹤0.01%
446
+115
573
$13K ﹤0.01%
100
574
$12K ﹤0.01%
+100
575
$12K ﹤0.01%
117
+77
21 22
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