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
201
$30K 0.02%
385
202
$30K 0.02%
+1,565
203
$29K 0.02%
+437
204
$29K 0.02%
1,320
205
$29K 0.02%
370
206
$29K 0.02%
394
207
$28K 0.02%
2,800
208
$27K 0.02%
1,200
209
$27K 0.02%
130
210
$27K 0.02%
708
+3
211
$27K 0.02%
513
212
$26K 0.02%
225
213
$26K 0.02%
860
214
$26K 0.02%
552
215
$26K 0.02%
3,500
216
$25K 0.01%
300
217
$24K 0.01%
660
218
$24K 0.01%
548
+338
219
$24K 0.01%
456
220
$24K 0.01%
957
221
$24K 0.01%
509
+9
222
$23K 0.01%
1,106
-226
223
$22K 0.01%
36,040
+8,120
224
$22K 0.01%
254
225
$22K 0.01%
500
7 8
9
10 11