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
551
$345K 0.01%
3,124
+1,761
552
$345K 0.01%
9,774
+46
553
$344K 0.01%
4,119
-354
554
$342K 0.01%
9,597
555
$342K 0.01%
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556
$342K 0.01%
1,545
-341
557
$341K 0.01%
5,329
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558
$340K 0.01%
10,116
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559
$338K 0.01%
1,512
+355
560
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593
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561
$337K 0.01%
18,520
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562
$337K 0.01%
1,400
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563
$337K 0.01%
5,729
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564
$335K 0.01%
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-81
565
$334K 0.01%
2,504
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$332K 0.01%
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$332K 0.01%
4,845
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$331K 0.01%
27,195
-24,070
570
$329K 0.01%
15,223
-1,192
571
$328K 0.01%
5,150
-225
572
$326K 0.01%
3,963
+2,137
573
$325K 0.01%
5,586
+118
574
$324K 0.01%
8,993
-1,671
575
$324K 0.01%
1,662
+67
21 22
23
24 25