AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
– –
-26
3227
– –
-29
3228
– –
-8
3229
– –
-1,791
3230
– –
-7
3231
– –
-172
3232
– –
-4
3233
– –
-11
3234
– –
-67
3235
– –
-4
3236
– –
-232
3237
– –
-3
3238
– –
-20
3239
– –
-1,277
3240
– –
-2
3241
– –
-9
3242
– –
-13
3243
– –
-3
3244
– –
-21
3245
– –
-75
3246
– –
-13
3247
– –
-2
3248
– –
-9
3249
– –
-12
3250
– –
-4
128 129
130
131 132