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
676
$4K ﹤0.01%
60
677
$4K ﹤0.01%
+100
678
$4K ﹤0.01%
+250
679
$4K ﹤0.01%
+272
680
$3K ﹤0.01%
4
681
$3K ﹤0.01%
99
-11
682
$3K ﹤0.01%
61
683
$3K ﹤0.01%
37
684
$3K ﹤0.01%
+100
685
$3K ﹤0.01%
300
686
$3K ﹤0.01%
84
687
$3K ﹤0.01%
228
688
$3K ﹤0.01%
77
689
$3K ﹤0.01%
17
-6
690
$3K ﹤0.01%
100
+78
691
$3K ﹤0.01%
125
-15
692
$3K ﹤0.01%
110
693
$3K ﹤0.01%
54
694
$3K ﹤0.01%
38
695
$3K ﹤0.01%
164
-264
696
$3K ﹤0.01%
37
-15
697
$3K ﹤0.01%
+58
698
$3K ﹤0.01%
152
699
$3K ﹤0.01%
187
700
$3K ﹤0.01%
45
26 27
28
29 30