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
$472M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Sells

1 +$892K
2 +$651K
3 +$411K
4
LH icon
Labcorp
LH
+$407K
5
JACK icon
Jack in the Box
JACK
+$404K

Sector Composition

1 Financials 9%
2 Technology 7%
3 Healthcare 6.48%
4 Industrials 6.24%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
+179
552
$7K ﹤0.01%
414
553
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50
554
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100
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50
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50
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120
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$6K ﹤0.01%
100
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$6K ﹤0.01%
128
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79
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566
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100
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$5K ﹤0.01%
+600