AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
576
$321K 0.01%
5,229
+5,149
577
$321K 0.01%
14,691
+737
578
$318K 0.01%
31,169
+2,865
579
$317K 0.01%
829
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1,120
-2,043
581
$314K 0.01%
2,971
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582
$313K 0.01%
6,798
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583
$312K 0.01%
7,458
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584
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9,440
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585
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1,880
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586
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968
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587
$305K 0.01%
5,636
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588
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11,915
-362
589
$303K 0.01%
7,010
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590
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591
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919
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$302K 0.01%
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3,807
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595
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1,041
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596
$299K 0.01%
2,485
597
$299K 0.01%
27,476
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598
$293K 0.01%
7,074
-1,301
599
$289K 0.01%
5,853
-42
600
$284K 0.01%
2,416
+2,369
22 23
24
25 26