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
651
$5K ﹤0.01%
50
-1,098
652
$5K ﹤0.01%
95
653
$5K ﹤0.01%
40
-861
654
$5K ﹤0.01%
102
+1
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%
+500
661
$4K ﹤0.01%
+50
662
$4K ﹤0.01%
2
663
$4K ﹤0.01%
33
-9
664
$4K ﹤0.01%
61
+1
665
$4K ﹤0.01%
105
-45
666
$4K ﹤0.01%
35
667
$4K ﹤0.01%
31
668
$4K ﹤0.01%
50
669
$4K ﹤0.01%
149
-29
670
$4K ﹤0.01%
691
671
$4K ﹤0.01%
85
-1,714
672
$4K ﹤0.01%
178
673
$4K ﹤0.01%
76
-30
674
$4K ﹤0.01%
50
+42
675
$4K ﹤0.01%
+81
25 26
27
28 29