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
201
$54K 0.02%
886
+51
202
$54K 0.02%
1,098
203
$54K 0.02%
+2,379
204
$54K 0.02%
1,682
+382
205
$53K 0.02%
1,050
206
$53K 0.02%
2,500
207
$53K 0.02%
886
208
$53K 0.02%
2,877
+134
209
$51K 0.02%
766
210
$51K 0.02%
2,881
211
$51K 0.02%
2,070
212
$50K 0.02%
224
+24
213
$50K 0.02%
3,059
214
$49K 0.02%
1,647
215
$47K 0.02%
1,965
+421
216
$47K 0.02%
2,500
217
$47K 0.02%
672
+269
218
$44K 0.02%
1,097
-808
219
$44K 0.02%
423
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220
$44K 0.02%
+983
221
$43K 0.02%
2,164
+320
222
$42K 0.02%
300
223
$41K 0.02%
3,000
224
$41K 0.02%
148
+1
225
$41K 0.02%
2,877
+216
7 8
9
10 11