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
401
$6K ﹤0.01%
270
+250
402
$6K ﹤0.01%
127
403
$6K ﹤0.01%
400
404
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410
405
$5K ﹤0.01%
180
-32
406
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90
407
$5K ﹤0.01%
30
408
$5K ﹤0.01%
+35
409
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731
410
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43
411
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53
412
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178
413
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414
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75
415
$5K ﹤0.01%
2,000
416
$4K ﹤0.01%
120
417
$4K ﹤0.01%
441
+13
418
$4K ﹤0.01%
300
419
$4K ﹤0.01%
128
420
$4K ﹤0.01%
264
-238
421
$4K ﹤0.01%
500
422
$4K ﹤0.01%
40
423
$4K ﹤0.01%
135
+31
424
$4K ﹤0.01%
+100
425
$4K ﹤0.01%
300
15 16
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