AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
351
$700K 0.03%
45,469
+11,000
352
$696K 0.03%
15,390
-747
353
$683K 0.03%
8,909
-1,265
354
$679K 0.03%
5,615
-600
355
$679K 0.03%
12,237
+10,019
356
$678K 0.03%
41,823
-19,016
357
$677K 0.03%
8,831
-200
358
$677K 0.03%
12,076
+12
359
$671K 0.03%
24,076
360
$671K 0.03%
20,000
+4,000
361
$670K 0.03%
12,158
-807
362
$667K 0.03%
+28,544
363
$663K 0.03%
11,593
+7,193
364
$663K 0.03%
2,374
-303
365
$662K 0.03%
4,471
-271
366
$662K 0.03%
31,218
+11,347
367
$658K 0.03%
1,500
-566
368
$653K 0.03%
9,314
-1,382
369
$651K 0.03%
3,125
-657
370
$651K 0.03%
36,664
+3,473
371
$641K 0.03%
19,114
-363
372
$638K 0.03%
12,071
+3,002
373
$635K 0.03%
1,172
-217
374
$634K 0.03%
15,301
+2,718
375
$631K 0.03%
5,059
-91
13 14
15
16 17