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
701
$3K ﹤0.01%
39
-14
702
$3K ﹤0.01%
31
703
$3K ﹤0.01%
26
-5
704
$3K ﹤0.01%
54
705
$3K ﹤0.01%
46
706
$3K ﹤0.01%
37
707
$3K ﹤0.01%
100
708
$3K ﹤0.01%
100
709
$3K ﹤0.01%
+159
710
$2K ﹤0.01%
32
711
$2K ﹤0.01%
+50
712
$2K ﹤0.01%
36
713
$2K ﹤0.01%
343
714
$2K ﹤0.01%
200
715
$2K ﹤0.01%
50
716
$2K ﹤0.01%
25
717
$2K ﹤0.01%
+100
718
$2K ﹤0.01%
+120
719
$2K ﹤0.01%
23
720
$2K ﹤0.01%
+80
721
$2K ﹤0.01%
100
722
$2K ﹤0.01%
58
723
$2K ﹤0.01%
+50
724
$2K ﹤0.01%
13
725
$2K ﹤0.01%
62
27 28
29
30 31