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
776
$39.1K ﹤0.01%
2,511
777
$38.6K ﹤0.01%
416
-4
778
$38.4K ﹤0.01%
594
+286
779
$38.4K ﹤0.01%
1,112
780
$38.3K ﹤0.01%
27
781
$38.1K ﹤0.01%
2,142
-2,720
782
$38K ﹤0.01%
494
-2,034
783
$38K ﹤0.01%
252
-140
784
$37.9K ﹤0.01%
897
-276
785
$37.8K ﹤0.01%
875
-5
786
$37.5K ﹤0.01%
286
-7
787
$37.3K ﹤0.01%
4,418
788
$36.9K ﹤0.01%
1,436
+12
789
$36.6K ﹤0.01%
1,068
+37
790
$36.3K ﹤0.01%
4,701
+354
791
$36.2K ﹤0.01%
282
-1
792
$36K ﹤0.01%
2,639
793
$35.8K ﹤0.01%
566
-683
794
$35.3K ﹤0.01%
392
-34
795
$35.2K ﹤0.01%
1,168
+1
796
$34.9K ﹤0.01%
64
-89
797
$34.5K ﹤0.01%
98
-1,844
798
$34.3K ﹤0.01%
197
+5
799
$34.2K ﹤0.01%
101
800
$33.3K ﹤0.01%
468
-238
30 31
32
33 34