AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.17M
3
+$6.35M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.17M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.58%
2 Technology 3.13%
3 Industrials 2.53%
4 Consumer Discretionary 1.45%
5 Energy 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.24%
+7,400
52
$223K 0.21%
+7,532
53
$221K 0.21%
+4,065
54
$218K 0.21%
+10,000
55
$200K 0.19%
+3,924
56
$192K 0.18%
+10,200
57
$191K 0.18%
+5,762
58
$179K 0.17%
+1,010
59
$178K 0.17%
+1
1 2
3