AWM
CSW

Avior Wealth Management’s CSW Industrials CSW Stock Holding History

Avior Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,502
Closed -$652K – 818
2026
Q1 		$652K Sell
2,502
-248
-9% -$72.1K 0.02% 460
2025
Q4 		$807K Sell
2,750
-526
-16% -$140K 0.03% 346
2025
Q3 		$795K Buy
3,276
+920
+39% +$247K 0.03% 346
2025
Q2 		$676K Sell
2,356
-3
-0.1% -$906 0.02% 366
2025
Q1 		$688K Buy
2,359
+639
+37% +$207K 0.03% 337
2024
Q4 		$607K Sell
1,720
-98
-5% -$38.1K 0.02% 395
2024
Q3 		$666K Buy
1,818
+12
+0.7% +$3.75K 0.03% 386
2024
Q2 		$479K Buy
1,806
+1,797
+19,967% +$446K 0.02% 444
2024
Q1 		$2.11K Buy
+9
New +$2.01K ﹤0.01% 2263

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return