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
451
$487K 0.02%
3,751
-1,051
452
$487K 0.02%
2,822
+566
453
$486K 0.02%
33,790
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454
$485K 0.02%
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-463
455
$484K 0.02%
8,564
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456
$484K 0.02%
7,994
-2,306
457
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2,697
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458
$480K 0.02%
1,300
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459
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4,303
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460
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461
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462
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2,272
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463
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5,089
464
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4,257
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465
$469K 0.02%
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21,068
-2,046
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56,700
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470
$461K 0.02%
7,874
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471
$460K 0.02%
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472
$458K 0.02%
8,059
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473
$456K 0.02%
5,940
+1,488
474
$456K 0.02%
8,100
-1,403
475
$453K 0.02%
2,420
-874
17 18
19
20 21