AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23M
3
+$19.8M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$19.2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6M

Top Sells

1
+$20M
2
+$11.5M
3
+$7.85M
4
AAPL icon
Apple
AAPL
+$6.48M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.27M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.05%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$113K ﹤0.01%
23,226
+304
827
$112K ﹤0.01%
171
-164
828
$112K ﹤0.01%
9,100
+268
829
$112K ﹤0.01%
6,000
830
$112K ﹤0.01%
3,501
831
$112K ﹤0.01%
665
-113
832
$112K ﹤0.01%
3,562
-3,458
833
$112K ﹤0.01%
10,540
+1
834
$111K ﹤0.01%
2,169
-1,188
835
$111K ﹤0.01%
384
-206
836
$110K ﹤0.01%
454
-138
837
$109K ﹤0.01%
3,637
-382
838
$109K ﹤0.01%
29,000
839
$109K ﹤0.01%
19,907
+113
840
$108K ﹤0.01%
422
-136
841
$108K ﹤0.01%
7,360
-2,871
842
$108K ﹤0.01%
1,182
+11
843
$107K ﹤0.01%
10,175
-19
844
$107K ﹤0.01%
14,391
-510
845
$106K ﹤0.01%
1,343
-401
846
$106K ﹤0.01%
1,690
+540
847
$106K ﹤0.01%
3,824
+18
848
$105K ﹤0.01%
9,495
-40,142
849
$105K ﹤0.01%
547
+537
850
$104K ﹤0.01%
4,778
+4,480
32 33
34
35 36