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
176
$43K 0.03%
936
-870
177
$43K 0.03%
2,500
178
$42K 0.02%
+2,500
179
$42K 0.02%
705
+300
180
$41K 0.02%
442
181
$41K 0.02%
1,080
-302
182
$41K 0.02%
+2,075
183
$39K 0.02%
3,000
184
$38K 0.02%
1,364
185
$38K 0.02%
835
186
$38K 0.02%
3,500
187
$37K 0.02%
562
+85
188
$37K 0.02%
+1,500
189
$37K 0.02%
1,179
190
$36K 0.02%
659
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191
$36K 0.02%
1,833
+9
192
$35K 0.02%
747
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193
$35K 0.02%
2,655
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194
$34K 0.02%
1,296
195
$32K 0.02%
+730
196
$32K 0.02%
1,464
+225
197
$32K 0.02%
+3,300
198
$31K 0.02%
+25
199
$31K 0.02%
146
+1
200
$30K 0.02%
621
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8
9 10