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
176
$117K 0.04%
4,860
+3,168
177
$116K 0.04%
2,886
178
$113K 0.04%
1,446
+1
179
$112K 0.04%
3,484
+284
180
$112K 0.04%
923
-18
181
$111K 0.04%
4,217
+2,975
182
$107K 0.04%
2,198
+28
183
$105K 0.04%
+1,822
184
$105K 0.04%
1,995
+1,887
185
$101K 0.03%
1,940
+510
186
$99K 0.03%
1,630
+3
187
$97K 0.03%
2,200
188
$97K 0.03%
1,221
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189
$95K 0.03%
8,500
190
$85K 0.03%
1,423
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191
$85K 0.03%
1,520
192
$81K 0.03%
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193
$80K 0.03%
1,379
194
$80K 0.03%
1,700
195
$79K 0.03%
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196
$79K 0.03%
2,500
197
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+661
198
$78K 0.03%
2,752
199
$77K 0.03%
261
+2
200
$75K 0.03%
1,514
-68
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