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
3826
– –
-1
3827
– –
-647
3828
– –
0
3829
– –
-4
3830
– –
-20
3831
– –
-4
3832
– –
-214
3833
– –
-39
3834
– –
-30
3835
– –
-1,537
3836
– –
-761
3837
– –
-6
3838
– –
-1
3839
– –
-6
3840
– –
-2
3841
– –
-37
3842
– –
-7
3843
– –
-6
3844
– –
-19
3845
– –
-5
3846
– –
-3
3847
– –
-1
3848
– –
-95
3849
– –
-7
3850
– –
-4
152 153
154
155 156