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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$683K
2
+$515K
3
+$510K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$488K
5
SBUX icon
Starbucks
SBUX
+$476K

Top Sells

1
+$1.72M
2
+$1.16M
3
+$922K
4
AAPL icon
Apple
AAPL
+$916K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$680K

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
651
$5K ﹤0.01%
300
652
$5K ﹤0.01%
50
-1,098
653
$5K ﹤0.01%
95
654
$5K ﹤0.01%
40
-861
655
$5K ﹤0.01%
300
656
$5K ﹤0.01%
13
657
$5K ﹤0.01%
+50
658
$5K ﹤0.01%
+2,000
659
$5K ﹤0.01%
+700
660
$4K ﹤0.01%
691
661
$4K ﹤0.01%
85
-1,714
662
$4K ﹤0.01%
76
-30
663
$4K ﹤0.01%
50
+42
664
$4K ﹤0.01%
+272
665
$4K ﹤0.01%
+50
666
$4K ﹤0.01%
2
667
$4K ﹤0.01%
33
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668
$4K ﹤0.01%
61
+1
669
$4K ﹤0.01%
105
-45
670
$4K ﹤0.01%
35
671
$4K ﹤0.01%
31
672
$4K ﹤0.01%
50
673
$4K ﹤0.01%
149
-29
674
$4K ﹤0.01%
178
675
$4K ﹤0.01%
+500
25 26
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