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
176
$70K 0.03%
+1,555
177
$70K 0.03%
+1,680
178
$70K 0.03%
1,103
-300
179
$69K 0.03%
2,624
+2,020
180
$68K 0.03%
651
+532
181
$67K 0.03%
2,500
182
$67K 0.03%
2,752
+900
183
$66K 0.03%
+1,208
184
$65K 0.03%
+5,712
185
$65K 0.03%
4,850
186
$65K 0.03%
249
+224
187
$65K 0.03%
611
188
$63K 0.03%
+920
189
$63K 0.03%
638
+64
190
$62K 0.03%
1,270
+458
191
$62K 0.03%
721
+526
192
$61K 0.03%
1,255
+945
193
$60K 0.03%
1,295
-955
194
$59K 0.03%
2,294
+1,529
195
$59K 0.03%
1,883
196
$56K 0.02%
705
197
$55K 0.02%
5,341
-2,383
198
$55K 0.02%
1,327
+713
199
$54K 0.02%
1,879
+811
200
$54K 0.02%
2,103
-491
6 7
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