AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,572
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$34.1M
3
+$32.1M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$17.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.7M

Top Sells

1
+$30.7M
2
+$14.2M
3
+$12.4M
4
XOM icon
Exxon Mobil
XOM
+$2.14M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$2.02M

Sector Composition

1 Technology 6.95%
2 Financials 5.42%
3 Industrials 2.65%
4 Healthcare 2.52%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$535K 0.02%
6,669
-1,002
427
$534K 0.02%
11,086
+1,311
428
$534K 0.02%
21,274
+12,000
429
$534K 0.02%
7,180
+762
430
$534K 0.02%
1,171
+37
431
$531K 0.02%
19,274
432
$530K 0.02%
5,107
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433
$529K 0.02%
1,102
-107
434
$528K 0.02%
6,456
+1,124
435
$527K 0.02%
3,623
+268
436
$521K 0.02%
40,502
+10,888
437
$519K 0.02%
9,275
-331
438
$517K 0.02%
4,786
+4,671
439
$516K 0.02%
3,048
+175
440
$514K 0.02%
5,691
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441
$511K 0.02%
3,865
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442
$507K 0.02%
2,693
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443
$503K 0.02%
31,904
444
$500K 0.02%
5,139
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445
$500K 0.02%
15,260
+2,382
446
$498K 0.02%
11,862
+3,498
447
$498K 0.02%
11,391
-979
448
$497K 0.02%
5,359
+458
449
$494K 0.02%
1,644
450
$487K 0.02%
1,870
-1,856
16 17
18
19 20