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
$171M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$1.28M
4
MMM icon
3M
MMM
+$1.22M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1
+$379K
2
+$165K
3
+$142K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$130K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$119K

Sector Composition

1 Financials 8.73%
2 Healthcare 6.33%
3 Industrials 4.94%
4 Technology 4.86%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$982K 0.58%
16,098
+15,408
52
$980K 0.57%
13,154
+11,408
53
$979K 0.57%
10,380
+8,527
54
$976K 0.57%
8,361
+6,241
55
$972K 0.57%
52,268
+1,444
56
$964K 0.56%
11,570
-1,706
57
$963K 0.56%
3,224
+3,174
58
$956K 0.56%
42,775
+2,929
59
$955K 0.56%
7,277
+7,142
60
$954K 0.56%
11,780
+11,580
61
$948K 0.56%
12,770
+12,570
62
$943K 0.55%
+29,580
63
$930K 0.54%
17,067
+15,525
64
$924K 0.54%
10,222
+9,797
65
$878K 0.51%
21,015
+20,690
66
$860K 0.5%
7,836
+7,711
67
$859K 0.5%
7,881
+7,561
68
$842K 0.49%
23,227
+22,852
69
$841K 0.49%
+4,789
70
$813K 0.48%
11,171
-1,103
71
$803K 0.47%
11,144
+9,801
72
$785K 0.46%
18,022
+16,572
73
$778K 0.46%
20,008
+876
74
$776K 0.45%
13,781
+13,582
75
$763K 0.45%
26,269
-122
1 2
3
4 5