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
601
$8K ﹤0.01%
100
602
$8K ﹤0.01%
+250
603
$8K ﹤0.01%
132
-19
604
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138
605
$8K ﹤0.01%
414
606
$8K ﹤0.01%
236
+107
607
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220
608
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128
-1,300
609
$8K ﹤0.01%
+70
610
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165
611
$8K ﹤0.01%
50
+46
612
$8K ﹤0.01%
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50
-867
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$7K ﹤0.01%
+400
615
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30
-3
616
$7K ﹤0.01%
144
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617
$7K ﹤0.01%
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618
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33
619
$7K ﹤0.01%
50
+46
620
$7K ﹤0.01%
+1,500
621
$7K ﹤0.01%
207
622
$7K ﹤0.01%
100
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623
$7K ﹤0.01%
200
624
$7K ﹤0.01%
+100
625
$7K ﹤0.01%
43
23 24
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