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
151
$68K 0.04%
1,514
152
$68K 0.04%
2,600
153
$67K 0.04%
2,235
+348
154
$66K 0.04%
4,850
155
$66K 0.04%
2,260
156
$65K 0.04%
670
+252
157
$65K 0.04%
611
158
$61K 0.04%
1,217
+934
159
$61K 0.04%
+2,220
160
$60K 0.04%
565
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161
$60K 0.04%
2,500
162
$58K 0.03%
1,000
163
$58K 0.03%
2,756
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164
$56K 0.03%
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165
$55K 0.03%
1,169
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166
$53K 0.03%
+1,098
167
$53K 0.03%
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168
$51K 0.03%
759
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169
$49K 0.03%
775
170
$48K 0.03%
2,500
171
$48K 0.03%
3,059
172
$46K 0.03%
2,550
173
$46K 0.03%
886
174
$44K 0.03%
1,050
175
$44K 0.03%
766
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7
8 9