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
126
$109K 0.06%
1,950
+330
127
$106K 0.06%
2,309
128
$105K 0.06%
7,000
129
$105K 0.06%
+7,520
130
$104K 0.06%
1,912
+3
131
$101K 0.06%
3,200
132
$100K 0.06%
914
133
$99K 0.06%
1,166
+7
134
$97K 0.06%
907
135
$96K 0.06%
3,760
+16
136
$94K 0.06%
1,650
-100
137
$91K 0.05%
2,200
+1,200
138
$90K 0.05%
2,247
+211
139
$87K 0.05%
8,857
140
$83K 0.05%
1,403
+405
141
$79K 0.05%
8,500
142
$78K 0.05%
1,637
+109
143
$78K 0.05%
3,200
144
$74K 0.04%
+1,400
145
$74K 0.04%
1,050
146
$73K 0.04%
4,771
147
$72K 0.04%
2,650
148
$72K 0.04%
2,898
149
$71K 0.04%
1,700
150
$69K 0.04%
6,072
4 5
6
7 8