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
401
$6K ﹤0.01%
100
402
$6K ﹤0.01%
300
403
$6K ﹤0.01%
298
404
$6K ﹤0.01%
+400
405
$5K ﹤0.01%
75
406
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2,000
407
$5K ﹤0.01%
731
408
$5K ﹤0.01%
180
-32
409
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90
410
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30
411
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+350
412
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43
413
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414
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415
$5K ﹤0.01%
47
416
$4K ﹤0.01%
300
417
$4K ﹤0.01%
120
418
$4K ﹤0.01%
441
+13
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$4K ﹤0.01%
300
420
$4K ﹤0.01%
128
421
$4K ﹤0.01%
264
-238
422
$4K ﹤0.01%
500
423
$4K ﹤0.01%
40
424
$4K ﹤0.01%
135
+31
425
$4K ﹤0.01%
+100
15 16
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