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
326
$14K ﹤0.01%
325
-325
327
$14K ﹤0.01%
+400
328
$14K ﹤0.01%
1,400
329
$13K ﹤0.01%
220
-3
330
$13K ﹤0.01%
350
331
$13K ﹤0.01%
220
332
$13K ﹤0.01%
+50
333
$12K ﹤0.01%
+500
334
$12K ﹤0.01%
+600
335
$12K ﹤0.01%
119
-74
336
$12K ﹤0.01%
+300
337
$12K ﹤0.01%
+100
338
$12K ﹤0.01%
217
339
$11K ﹤0.01%
+50
340
$11K ﹤0.01%
203
+2
341
$11K ﹤0.01%
+150
342
$11K ﹤0.01%
125
343
$11K ﹤0.01%
330
344
$11K ﹤0.01%
+1,077
345
$10K ﹤0.01%
+225
346
$10K ﹤0.01%
100
347
$10K ﹤0.01%
+95
348
$10K ﹤0.01%
+25
349
$10K ﹤0.01%
188
350
$10K ﹤0.01%
+50
12 13
14
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