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
$1.65B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.3M
3
+$11.4M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$8.7M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$6.67M

Top Sells

1
+$15.5M
2
+$5.69M
3
+$4.33M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.6M

Sector Composition

1 Technology 7.12%
2 Financials 6.36%
3 Healthcare 3.53%
4 Industrials 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$90.5K 0.01%
2,794
-6
627
$90.4K 0.01%
3,180
628
$89.3K 0.01%
2,499
+9
629
$89.2K 0.01%
824
-57
630
$89.1K 0.01%
1,922
-8,837
631
$88.4K 0.01%
474
632
$87K 0.01%
2,473
633
$86.9K 0.01%
10,175
634
$86.8K 0.01%
277
+1
635
$86.1K 0.01%
1,286
-2
636
$85.9K 0.01%
1,018
+11
637
$85.4K 0.01%
400
638
$84.7K 0.01%
3,244
-1,893
639
$84.6K 0.01%
2,664
-249
640
$83.6K 0.01%
733
+4
641
$83K 0.01%
2,344
-180
642
$82.8K 0.01%
1,865
+7
643
$82.4K 0.01%
1,760
644
$81.5K ﹤0.01%
2,199
+81
645
$81.4K ﹤0.01%
364
+1
646
$81.4K ﹤0.01%
2,104
-199
647
$81.2K ﹤0.01%
552
+3
648
$81.1K ﹤0.01%
5,090
+90
649
$81K ﹤0.01%
3,569
-6,742
650
$80.8K ﹤0.01%
4,032
+71
24 25
26
27 28