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
76
$756K 0.44%
6,927
+370
77
$745K 0.44%
10,761
+10,386
78
$733K 0.43%
27,200
-212
79
$728K 0.43%
+9,050
80
$726K 0.43%
6,733
+11
81
$726K 0.43%
15,912
+15,760
82
$723K 0.42%
5,855
-1,050
83
$718K 0.42%
7,162
84
$686K 0.4%
31,626
+30,411
85
$648K 0.38%
12,334
+602
86
$637K 0.37%
17,675
+17,334
87
$590K 0.35%
14,042
+13,930
88
$586K 0.34%
3
+1
89
$586K 0.34%
3,040
-14
90
$580K 0.34%
6,906
-25
91
$538K 0.32%
17,720
+16,600
92
$523K 0.31%
13,328
+76
93
$478K 0.28%
14,853
+192
94
$473K 0.28%
18,390
+10
95
$460K 0.27%
6,969
+6,917
96
$445K 0.26%
4,021
-555
97
$426K 0.25%
3,943
+2,296
98
$393K 0.23%
10,330
99
$318K 0.19%
2,627
+67
100
$288K 0.17%
13,004
+113
2 3
4
5 6