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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
376
$8K ﹤0.01%
92
+1
377
$8K ﹤0.01%
3,000
-7,000
378
$8K ﹤0.01%
79
-37
379
$8K ﹤0.01%
190
+2
380
$8K ﹤0.01%
1
381
$8K ﹤0.01%
400
382
$8K ﹤0.01%
50
+22
383
$7K ﹤0.01%
+200
384
$7K ﹤0.01%
+50
385
$7K ﹤0.01%
138
386
$7K ﹤0.01%
216
387
$7K ﹤0.01%
215
388
$7K ﹤0.01%
165
-34
389
$7K ﹤0.01%
+118
390
$7K ﹤0.01%
91
391
$7K ﹤0.01%
85
392
$7K ﹤0.01%
+100
393
$7K ﹤0.01%
+400
394
$7K ﹤0.01%
400
395
$6K ﹤0.01%
270
+250
396
$6K ﹤0.01%
410
397
$6K ﹤0.01%
100
398
$6K ﹤0.01%
127
399
$6K ﹤0.01%
400
400
$6K ﹤0.01%
100
14 15
16
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