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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
751
$1K ﹤0.01%
+25
752
$1K ﹤0.01%
+50
753
$1K ﹤0.01%
+50
754
$1K ﹤0.01%
+50
755
$1K ﹤0.01%
20
756
$1K ﹤0.01%
36
757
$1K ﹤0.01%
24
-3
758
$1K ﹤0.01%
+50
759
$1K ﹤0.01%
24
760
$1K ﹤0.01%
+127
761
– –
0
762
$1K ﹤0.01%
+3
763
$1K ﹤0.01%
55
764
$1K ﹤0.01%
40
765
$1K ﹤0.01%
44
766
$1K ﹤0.01%
+100
767
– –
-4,946
768
– –
-6
769
– –
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770
$0 ﹤0.01%
13
771
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-3
772
– –
-8
773
$0 ﹤0.01%
9
+8
774
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-2
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– –
-14
29 30
31
32 33