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
$299M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.16M
3
+$914K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$798K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$780K

Top Sells

1
+$1M
2
+$587K
3
+$250K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$205K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.91%
2 Industrials 6.03%
3 Healthcare 5.16%
4 Technology 4.92%
5 Energy 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.02%
300
227
$54K 0.02%
1,155
+78
228
$54K 0.02%
886
229
$53K 0.02%
+1,274
230
$53K 0.02%
2,424
-155
231
$53K 0.02%
931
+505
232
$51K 0.02%
1,157
-59
233
$49K 0.02%
2,523
+5
234
$48K 0.02%
3,059
235
$47K 0.02%
367
+126
236
$47K 0.02%
1,500
237
$46K 0.02%
846
238
$46K 0.02%
872
239
$46K 0.02%
2,400
240
$44K 0.01%
2,100
241
$44K 0.01%
1,320
242
$43K 0.01%
3,000
243
$43K 0.01%
770
+157
244
$41K 0.01%
+1,417
245
$40K 0.01%
1,580
246
$40K 0.01%
300
247
$40K 0.01%
961
248
$39K 0.01%
58
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249
$38K 0.01%
225
+50
250
$38K 0.01%
482
-80
8 9
10
11 12