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
626
$7K ﹤0.01%
1
627
$6K ﹤0.01%
150
-15
628
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87
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629
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+100
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631
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632
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55
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635
$6K ﹤0.01%
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636
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638
$6K ﹤0.01%
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$6K ﹤0.01%
97
-789
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$5K ﹤0.01%
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+2
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498
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$5K ﹤0.01%
+100
643
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100
644
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120
-18
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646
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+200
647
$5K ﹤0.01%
90
648
$5K ﹤0.01%
384
+9
649
$5K ﹤0.01%
115
650
$5K ﹤0.01%
300
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