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
576
$12K ﹤0.01%
423
+4
577
$12K ﹤0.01%
61
-5
578
$11K ﹤0.01%
600
579
$11K ﹤0.01%
50
580
$10K ﹤0.01%
440
+1
581
$10K ﹤0.01%
100
+93
582
$10K ﹤0.01%
+60
583
$10K ﹤0.01%
1,770
584
$10K ﹤0.01%
91
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585
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150
586
$10K ﹤0.01%
+200
587
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400
588
$9K ﹤0.01%
313
-32
589
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175
-24
590
$9K ﹤0.01%
+205
591
$9K ﹤0.01%
50
592
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595
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+50
596
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+500
597
$9K ﹤0.01%
73
598
$9K ﹤0.01%
455
599
$9K ﹤0.01%
400
600
$9K ﹤0.01%
125
+107
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