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
751
$166K 0.01%
5,801
-17,816
752
$166K 0.01%
2,062
-1,538
753
$166K 0.01%
11,976
+442
754
$166K 0.01%
9,705
+1,705
755
$166K 0.01%
1,707
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756
$165K 0.01%
1,391
757
$165K 0.01%
18,892
758
$164K 0.01%
2,402
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759
$164K 0.01%
2,110
760
$164K 0.01%
1,825
761
$163K 0.01%
6,091
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762
$162K 0.01%
3,500
763
$161K 0.01%
3,491
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764
$161K 0.01%
2,872
-40
765
$161K 0.01%
756
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766
$161K 0.01%
405
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$161K 0.01%
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3,007
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769
$160K 0.01%
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770
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5,039
771
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+512
772
$159K 0.01%
7,326
-64
773
$158K 0.01%
2,610
774
$157K 0.01%
+9,404
775
$157K 0.01%
+2,278
29 30
31
32 33