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
$299M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.16M
3
+$914K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$798K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$780K

Top Sells

1
+$1M
2
+$587K
3
+$250K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$205K
5
CVX icon
Chevron
CVX
+$183K

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
151
$186K 0.06%
2,856
-36
152
$171K 0.06%
3,773
+3,713
153
$166K 0.06%
966
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154
$157K 0.05%
3,115
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155
$152K 0.05%
2,550
156
$146K 0.05%
2,526
+2
157
$146K 0.05%
2,134
-77
158
$142K 0.05%
2,331
159
$142K 0.05%
2,664
+2
160
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2,780
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161
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850
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162
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1,527
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163
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2,549
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164
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165
$135K 0.05%
1,894
166
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167
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2,309
168
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169
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170
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171
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172
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173
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995
174
$118K 0.04%
7,152
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175
$118K 0.04%
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