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
276
$27K 0.01%
200
277
$26K 0.01%
1,900
278
$26K 0.01%
995
-995
279
$25K 0.01%
382
+1
280
$25K 0.01%
351
+2
281
$24K 0.01%
652
282
$23K 0.01%
813
+2
283
$23K 0.01%
304
284
$23K 0.01%
824
285
$22K 0.01%
375
+175
286
$22K 0.01%
254
287
$22K 0.01%
422
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288
$22K 0.01%
890
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289
$21K 0.01%
1,386
-257
290
$21K 0.01%
879
291
$21K 0.01%
430
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292
$21K 0.01%
1,600
-400
293
$20K 0.01%
447
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294
$20K 0.01%
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295
$20K 0.01%
440
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296
$20K 0.01%
368
297
$20K 0.01%
339
298
$19K 0.01%
1,500
299
$19K 0.01%
199
300
$18K 0.01%
160
-50
10 11
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