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
526
– –
-50
527
– –
-51
528
– –
-59
529
– –
-32
530
– –
-2,626
531
– –
-81
532
– –
-20
533
– –
-63
534
$0 ﹤0.01%
25
535
– –
-39
536
– –
-79
537
– –
-2,070
538
– –
-100
539
$0 ﹤0.01%
1
540
– –
-76
541
– –
-656
542
$0 ﹤0.01%
7
543
$0 ﹤0.01%
5
544
$0 ﹤0.01%
7
545
$0 ﹤0.01%
1
546
– –
-55
547
– –
-500
548
$0 ﹤0.01%
11
549
– –
-60
550
– –
0
19 20 21
22
23