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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.58M
3
+$2.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.87M

Top Sells

1
+$283K
2
+$78.3K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$48.6K
5
KO icon
Coca-Cola
KO
+$44.2K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.05%
918
+255
152
$102K 0.05%
3,890
-474
153
$101K 0.04%
+884
154
$97K 0.04%
+1,035
155
$88K 0.04%
8,857
156
$88K 0.04%
2,721
+480
157
$87K 0.04%
2,200
158
$85K 0.04%
+1,290
159
$84K 0.04%
+1,726
160
$82K 0.04%
1,507
+107
161
$82K 0.04%
1,625
+456
162
$82K 0.04%
1,650
163
$81K 0.04%
8,500
164
$81K 0.04%
4,771
165
$80K 0.04%
3,200
166
$79K 0.04%
1,050
167
$79K 0.04%
3,215
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168
$78K 0.03%
1,514
169
$78K 0.03%
2,488
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170
$77K 0.03%
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171
$74K 0.03%
1,002
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172
$74K 0.03%
1,700
173
$73K 0.03%
+1,379
174
$71K 0.03%
952
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175
$71K 0.03%
5,722
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7
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