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
3276
– –
-39
3277
– –
-14
3278
– –
-2
3279
– –
-2
3280
– –
-5
3281
– –
-2
3282
– –
-7
3283
– –
-9
3284
– –
-16
3285
– –
-37
3286
– –
-4
3287
– –
-6
3288
– –
-99
3289
– –
-12
3290
– –
-9
3291
– –
-35
3292
– –
-14
3293
– –
-56
3294
– –
-275
3295
– –
-25
3296
– –
-1
3297
– –
-2
3298
– –
-13
3299
– –
-5
3300
– –
-8
130 131
132
133 134