AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+4.21%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$299M
AUM Growth
+$31.7M
(+12%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
28.53%
Holding
555
New
48
Increased
152
Reduced
107
Closed
61
Top Buys
| 1 |
GE Aerospace
GE
|
$2.22M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.16M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$914K |
| 4 |
Schwab International Equity ETF
SCHF
|
$798K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$780K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$587K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$250K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$205K |
| 5 |
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% |
