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
451
$2K ﹤0.01%
50
452
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+300
453
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10
454
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343
455
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58
-29
456
$2K ﹤0.01%
54
457
$2K ﹤0.01%
+125
458
$2K ﹤0.01%
800
459
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74
460
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74
461
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104
462
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16
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$2K ﹤0.01%
100
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$2K ﹤0.01%
+47
466
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168
-477
467
$2K ﹤0.01%
100
+55
468
$1K ﹤0.01%
38
469
$1K ﹤0.01%
10
470
$1K ﹤0.01%
57
+39
471
$1K ﹤0.01%
2
472
$1K ﹤0.01%
16
-58
473
$1K ﹤0.01%
13
474
$1K ﹤0.01%
40
475
$1K ﹤0.01%
+21
17 18
19
20 21