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
$2.73B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,572
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$34.1M
3
+$32.1M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$17.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.7M

Top Sells

1
+$30.7M
2
+$14.2M
3
+$12.4M
4
XOM icon
Exxon Mobil
XOM
+$2.14M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$2.02M

Sector Composition

1 Technology 6.95%
2 Financials 5.42%
3 Industrials 2.65%
4 Healthcare 2.52%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.2M 0.04%
2,969
+436
252
$1.19M 0.04%
13,214
-400
253
$1.19M 0.04%
21,175
-1,396
254
$1.18M 0.04%
3,935
-313
255
$1.18M 0.04%
9,777
+276
256
$1.17M 0.04%
22,299
-1,480
257
$1.17M 0.04%
11,902
-240
258
$1.16M 0.04%
103,015
+3,879
259
$1.15M 0.04%
12,675
+1,780
260
$1.14M 0.04%
11,494
-518
261
$1.14M 0.04%
12,551
+3,129
262
$1.14M 0.04%
12,473
-902
263
$1.11M 0.04%
10,285
-1,600
264
$1.11M 0.04%
12,911
+520
265
$1.11M 0.04%
12,558
+706
266
$1.11M 0.04%
2,618
-62
267
$1.11M 0.04%
8,802
+395
268
$1.11M 0.04%
8,698
-363
269
$1.1M 0.04%
7,098
-650
270
$1.1M 0.04%
11,259
-10
271
$1.09M 0.04%
15,797
+2,567
272
$1.08M 0.04%
9,448
+426
273
$1.08M 0.04%
9,357
+4,069
274
$1.08M 0.04%
53,524
+32,212
275
$1.06M 0.04%
34,206
-1,594
9 10
11
12 13