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
526
$380K 0.01%
1,029
+1
527
$376K 0.01%
18,063
+391
528
$375K 0.01%
807
-242
529
$375K 0.01%
11,489
-12
530
$372K 0.01%
15,957
+10,315
531
$371K 0.01%
3,029
-1
532
$371K 0.01%
16,070
+322
533
$369K 0.01%
21,429
-7,598
534
$369K 0.01%
2,937
-148
535
$363K 0.01%
10,860
-422
536
$361K 0.01%
12,484
-1,072
537
$360K 0.01%
22,919
538
$360K 0.01%
5,947
-6
539
$359K 0.01%
764
-44
540
$358K 0.01%
51,577
-10,000
541
$356K 0.01%
2,707
+1,675
542
$355K 0.01%
564
+392
543
$353K 0.01%
4,175
+17
544
$352K 0.01%
7,820
-1,421
545
$352K 0.01%
5,897
-214
546
$350K 0.01%
12,333
547
$349K 0.01%
17,397
-715
548
$349K 0.01%
1,866
+2
549
$348K 0.01%
36,153
-1,054
550
$346K 0.01%
2,791
-133
20 21
22
23 24