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
3476
– –
-8
3477
– –
-289
3478
– –
-6
3479
– –
-6
3480
– –
-11
3481
– –
-415
3482
– –
-9
3483
– –
-1
3484
– –
-9
3485
– –
-1
3486
– –
-19
3487
– –
-1
3488
– –
-8
3489
– –
-1,631
3490
– –
-10
3491
– –
-32
3492
– –
-13
3493
– –
-1
3494
– –
-188
3495
– –
-18
3496
– –
-1
3497
– –
-1
3498
– –
-10
3499
– –
-313
3500
– –
-24
138 139
140
141 142