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
426
$3K ﹤0.01%
52
427
$3K ﹤0.01%
+50
428
$3K ﹤0.01%
50
429
$3K ﹤0.01%
4
430
$3K ﹤0.01%
100
431
$3K ﹤0.01%
110
432
$3K ﹤0.01%
43
433
$3K ﹤0.01%
+40
434
$3K ﹤0.01%
265
435
$3K ﹤0.01%
100
-173
436
$3K ﹤0.01%
+25
437
$3K ﹤0.01%
54
438
$3K ﹤0.01%
64
439
$3K ﹤0.01%
+300
440
$3K ﹤0.01%
30
441
$3K ﹤0.01%
92
442
$3K ﹤0.01%
1
443
$3K ﹤0.01%
30
444
$3K ﹤0.01%
40
445
$3K ﹤0.01%
+300
446
$3K ﹤0.01%
414
447
$3K ﹤0.01%
+100
448
$2K ﹤0.01%
20
449
$2K ﹤0.01%
63
450
$2K ﹤0.01%
100
16 17
18
19 20