AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
This Quarter Return
+6.74%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.51B
AUM Growth
+$2.51B
(+8%)
Cap. Flow
+$43.9M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
27.88%
Holding
2,455
New
186
Increased
787
Reduced
694
Closed
132
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Financials | 5.9% |
| 3 | Healthcare | 3.14% |
| 4 | Industrials | 3.01% |
| 5 | Consumer Discretionary | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Leslie's
LESL
$60.9M
| – | – |
-111,693
| Closed | -$468K |
|
2452
Lemonade
LMND
$3.68B
| – | – |
-346
| Closed | -$5.71K |
|
2453
Light & Wonder
LNW
$7.16B
| – | – |
-2
| Closed | -$209 |
|
2454
Macy's
M
$4.42B
| – | – |
0
| – | – |
|