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
701
$201K 0.01%
6,960
702
$200K 0.01%
9,470
-19,342
703
$199K 0.01%
6,212
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704
$199K 0.01%
5,826
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705
$199K 0.01%
444
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706
$198K 0.01%
3,440
707
$197K 0.01%
17,856
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708
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$194K 0.01%
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710
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19,618
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711
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12,757
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712
$192K 0.01%
458
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713
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15,195
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714
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$190K 0.01%
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718
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6,722
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894
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2,321
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721
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6,157
-2,000
722
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1,835
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723
$185K 0.01%
898
-138
724
$184K 0.01%
4,563
+10
725
$184K 0.01%
15,287
+5,896
27 28
29
30 31