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
201
$414K 0.09%
6,787
-1,121
202
$413K 0.09%
6,990
203
$406K 0.09%
3,050
-43
204
$406K 0.09%
4,146
+257
205
$404K 0.09%
15,886
206
$402K 0.09%
+7,611
207
$397K 0.09%
3,973
+792
208
$388K 0.09%
24,186
+7,109
209
$386K 0.09%
2,680
-21
210
$381K 0.09%
11,500
211
$377K 0.09%
9,140
212
$377K 0.09%
3,312
-447
213
$375K 0.08%
21,741
-2,105
214
$374K 0.08%
7,761
+826
215
$369K 0.08%
2,139
+470
216
$369K 0.08%
4,310
+73
217
$358K 0.08%
341
-7,005
218
$358K 0.08%
19,864
+3,111
219
$355K 0.08%
1,793
220
$353K 0.08%
5,010
+534
221
$351K 0.08%
2,400
222
$349K 0.08%
2,870
+710
223
$348K 0.08%
6,688
+2,800
224
$348K 0.08%
1,679
-8
225
$344K 0.08%
11,601
+4,635
7 8
9
10 11