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
376
$8K ﹤0.01%
500
377
$8K ﹤0.01%
79
-37
378
$8K ﹤0.01%
190
+2
379
$8K ﹤0.01%
1
380
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400
381
$8K ﹤0.01%
263
+1
382
$8K ﹤0.01%
50
+22
383
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+50
384
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138
385
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216
386
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215
387
$7K ﹤0.01%
165
-34
388
$7K ﹤0.01%
91
389
$7K ﹤0.01%
85
390
$7K ﹤0.01%
+100
391
$7K ﹤0.01%
+400
392
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400
393
$7K ﹤0.01%
+200
394
$7K ﹤0.01%
+118
395
$6K ﹤0.01%
270
+250
396
$6K ﹤0.01%
127
397
$6K ﹤0.01%
400
398
$6K ﹤0.01%
410
399
$6K ﹤0.01%
100
400
$6K ﹤0.01%
100
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