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
501
$414K 0.02%
4,631
-1,033
502
$414K 0.02%
1,605
-107
503
$412K 0.02%
10,016
-1,748
504
$410K 0.02%
9,241
+53
505
$410K 0.02%
3,798
-373
506
$408K 0.01%
2,225
-406
507
$408K 0.01%
8,828
+930
508
$401K 0.01%
4,589
+199
509
$400K 0.01%
2,910
-1,590
510
$400K 0.01%
22,934
-564
511
$398K 0.01%
1,400
+226
512
$395K 0.01%
1,606
+436
513
$395K 0.01%
26,080
514
$391K 0.01%
7,525
+6,842
515
$390K 0.01%
+2,602
516
$390K 0.01%
14,962
-1,613
517
$389K 0.01%
9,486
+2,606
518
$389K 0.01%
1,137
+91
519
$387K 0.01%
15,813
-430
520
$387K 0.01%
11,988
+198
521
$385K 0.01%
23,879
+289
522
$385K 0.01%
8,512
-1,488
523
$383K 0.01%
18,938
524
$381K 0.01%
12,751
-298
525
$380K 0.01%
4,817
-1,071
19 20
21
22 23