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
2901
– –
-9
2902
– –
-23
2903
– –
-888
2904
– –
-11
2905
– –
-14
2906
– –
-4
2907
– –
-32
2908
– –
-6
2909
– –
-183
2910
– –
-1
2911
– –
-17
2912
– –
-13
2913
– –
-4
2914
– –
-4
2915
– –
-2
2916
– –
-17
2917
– –
-8
2918
– –
-66
2919
– –
-11
2920
– –
-147
2921
– –
-15
2922
– –
-316
2923
– –
-17
2924
– –
-2
2925
– –
-7
115 116
117
118 119