AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+12.73%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$472M
AUM Growth
+$57.2M
(+14%)
Cap. Flow
+$8.32M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
21.01%
Holding
785
New
48
Increased
247
Reduced
138
Closed
116
Top Buys
Top Sells
| 1 |
FLIC
First of Long Island Corp
FLIC
|
$892K |
| 2 |
Visa
V
|
$651K |
| 3 |
Analog Devices
ADI
|
$411K |
| 4 |
Labcorp
LH
|
$407K |
| 5 |
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% |
