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
3701
– –
-4
3702
– –
-8
3703
– –
-15
3704
– –
-4
3705
– –
-3,774
3706
– –
-10
3707
– –
-2,190
3708
– –
-4
3709
– –
-19
3710
– –
-17
3711
– –
-6
3712
– –
-4
3713
– –
-67
3714
– –
-21
3715
– –
-17
3716
– –
-553
3717
– –
-6
3718
– –
-93
3719
– –
-305
3720
– –
-18
3721
– –
-2
3722
– –
-1
3723
– –
-26
3724
– –
-4
3725
– –
-12
147 148
149
150 151