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
$444M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$518K
3
+$496K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$490K
5
SBUX icon
Starbucks
SBUX
+$410K

Top Sells

1
+$26M
2
+$7.35M
3
+$1.83M
4
IP icon
International Paper
IP
+$1.23M
5
KMB icon
Kimberly-Clark
KMB
+$1.02M

Sector Composition

1 Financials 9.68%
2 Healthcare 6.86%
3 Technology 6.44%
4 Industrials 6.38%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$470K 0.11%
2,009
+42
177
$469K 0.11%
8,946
178
$467K 0.11%
14,321
179
$465K 0.1%
9,136
-510
180
$465K 0.1%
13,920
181
$463K 0.1%
9,394
+4,752
182
$463K 0.1%
3,806
-178
183
$462K 0.1%
2,481
184
$461K 0.1%
5,626
+1,612
185
$455K 0.1%
9,540
186
$451K 0.1%
2,895
-23
187
$445K 0.1%
18,816
188
$442K 0.1%
35,385
-4,185
189
$442K 0.1%
4,434
190
$438K 0.1%
6,761
+5,085
191
$437K 0.1%
9,772
192
$436K 0.1%
6,192
193
$435K 0.1%
7,268
194
$432K 0.1%
7,440
+794
195
$425K 0.1%
7,405
196
$425K 0.1%
3,889
197
$424K 0.1%
6,263
-680
198
$421K 0.09%
3,233
199
$417K 0.09%
11,884
200
$416K 0.09%
17,061
-6,412
6 7
8
9 10