AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$1.15M
2
+$891K
3
+$777K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$776K
5
AAPL icon
Apple
AAPL
+$701K

Top Sells

1
+$972K
2
+$587K
3
+$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$206K
5
CVX icon
Chevron
CVX
+$192K

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
301
$18K 0.01%
133
302
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181
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160
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868
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300
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$17K 0.01%
462
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308
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800
309
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$16K 0.01%
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311
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312
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700
313
$16K 0.01%
1,000
314
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315
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316
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318
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100
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535
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$16K 0.01%
217
321
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327
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323
$15K 0.01%
300
324
$15K 0.01%
127
325
$14K ﹤0.01%
197
+155
11 12
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