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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$683K
2
+$515K
3
+$510K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$488K
5
SBUX icon
Starbucks
SBUX
+$476K

Top Sells

1
+$1.72M
2
+$1.16M
3
+$922K
4
AAPL icon
Apple
AAPL
+$916K
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$680K

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%
13
727
$2K ﹤0.01%
+81
728
$2K ﹤0.01%
+25
729
$2K ﹤0.01%
277
730
$2K ﹤0.01%
800
731
$2K ﹤0.01%
74
-1,177
732
$2K ﹤0.01%
500
733
$2K ﹤0.01%
78
734
$2K ﹤0.01%
+50
735
$1K ﹤0.01%
+250
736
– –
0
737
$1K ﹤0.01%
34
738
$1K ﹤0.01%
+2,000
739
$1K ﹤0.01%
100
740
$1K ﹤0.01%
40
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
+40
743
$1K ﹤0.01%
1
-32
744
$1K ﹤0.01%
10
745
$1K ﹤0.01%
50
746
$1K ﹤0.01%
25
747
$1K ﹤0.01%
8
-145
748
$1K ﹤0.01%
43
749
$1K ﹤0.01%
25
750
$1K ﹤0.01%
25
-2,689
28 29
30
31 32