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
251
$38K 0.01%
437
252
$38K 0.01%
450
253
$36K 0.01%
746
+82
254
$36K 0.01%
394
255
$36K 0.01%
750
+1
256
$35K 0.01%
+435
257
$35K 0.01%
130
258
$34K 0.01%
1,077
259
$34K 0.01%
552
260
$33K 0.01%
814
+1
261
$33K 0.01%
153
-9
262
$33K 0.01%
247
263
$32K 0.01%
286
264
$31K 0.01%
2,839
+9
265
$31K 0.01%
201
266
$31K 0.01%
456
267
$30K 0.01%
225
268
$30K 0.01%
1,528
+374
269
$30K 0.01%
950
270
$28K 0.01%
300
271
$28K 0.01%
235
-235
272
$28K 0.01%
365
273
$27K 0.01%
68
+1
274
$27K 0.01%
710
275
$27K 0.01%
400
9 10
11
12 13