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
726
$2K ﹤0.01%
27
-4
727
$2K ﹤0.01%
+81
728
$2K ﹤0.01%
+25
729
$2K ﹤0.01%
277
730
$2K ﹤0.01%
731
731
$2K ﹤0.01%
800
732
$2K ﹤0.01%
74
-1,177
733
$2K ﹤0.01%
500
734
$2K ﹤0.01%
78
735
$1K ﹤0.01%
100
736
$1K ﹤0.01%
40
737
$1K ﹤0.01%
44
738
$1K ﹤0.01%
+50
739
$1K ﹤0.01%
+50
740
$1K ﹤0.01%
+250
741
– –
0
742
$1K ﹤0.01%
1
-32
743
$1K ﹤0.01%
10
744
$1K ﹤0.01%
34
745
$1K ﹤0.01%
50
746
$1K ﹤0.01%
+2,000
747
$1K ﹤0.01%
25
748
$1K ﹤0.01%
8
-145
749
$1K ﹤0.01%
43
750
$1K ﹤0.01%
25
28 29
30
31 32