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
101
$282K 0.17%
3,138
-11
102
$252K 0.15%
1,315
+1,140
103
$243K 0.14%
1,325
+8
104
$231K 0.14%
9,274
+2,496
105
$228K 0.13%
4,346
+2
106
$223K 0.13%
3,716
-100
107
$219K 0.13%
3,043
108
$216K 0.13%
6,581
+161
109
$215K 0.13%
3,576
+2,580
110
$207K 0.12%
4,900
-313
111
$175K 0.1%
2,093
-199
112
$169K 0.1%
6,886
+2,002
113
$168K 0.1%
3,850
+455
114
$166K 0.1%
6,926
+16
115
$163K 0.1%
4,271
+203
116
$161K 0.09%
10,328
+13
117
$161K 0.09%
5,101
-350
118
$133K 0.08%
2,246
+48
119
$129K 0.08%
11,052
-1,678
120
$128K 0.08%
2,944
+133
121
$122K 0.07%
7,400
122
$121K 0.07%
2,550
123
$120K 0.07%
2,935
124
$114K 0.07%
1,608
125
$111K 0.07%
3,225
3 4
5
6 7