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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23M
3
+$19.8M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$19.2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6M

Top Sells

1
+$20M
2
+$11.5M
3
+$7.85M
4
AAPL icon
Apple
AAPL
+$6.48M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.27M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.05%
4 Healthcare 2.97%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-8,500
2602
– –
-2
2603
– –
-22
2604
– –
-6
2605
– –
-12
2606
– –
-6
2607
– –
-4
2608
– –
-8
2609
– –
-5
2610
– –
-1
2611
– –
-6
2612
– –
-340
2613
– –
-3
2614
– –
-26
2615
– –
-4
2616
– –
-11
2617
– –
-8
2618
– –
-14
2619
– –
-8
2620
– –
-2
2621
– –
-6,677
2622
– –
-6
2623
– –
-22
2624
– –
-3
2625
– –
0
103 104
105
106 107