We are live on ! Find out more
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
501
– –
-38
502
– –
-45
503
– –
-120
504
– –
-124
505
– –
-1,296
506
– –
-50
507
– –
-9
508
– –
-283
509
– –
-48
510
– –
-15
511
– –
-32
512
– –
-19
513
$0 ﹤0.01%
1
514
$0 ﹤0.01%
1
515
– –
-168
516
– –
-102
517
– –
-3,000
518
– –
-279
519
– –
-39
520
– –
-37
521
– –
-450
522
– –
-189
523
– –
-35
524
– –
-259
525
– –
-162
19 20
21
22 23