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
826
$127K ﹤0.01%
722
-2
827
$127K ﹤0.01%
23,795
+286
828
$126K ﹤0.01%
23,560
+371
829
$126K ﹤0.01%
439
830
$126K ﹤0.01%
1,548
831
$125K ﹤0.01%
1,133
-217
832
$125K ﹤0.01%
1,845
+2
833
$125K ﹤0.01%
968
+148
834
$124K ﹤0.01%
10,092
-9,465
835
$124K ﹤0.01%
1,169
-56
836
$123K ﹤0.01%
507
+203
837
$123K ﹤0.01%
476
-4
838
$123K ﹤0.01%
+2,448
839
$122K ﹤0.01%
4,050
840
$122K ﹤0.01%
6,000
-18
841
$121K ﹤0.01%
347
+5
842
$121K ﹤0.01%
840
+14
843
$120K ﹤0.01%
57
-2
844
$120K ﹤0.01%
1,303
-257
845
$120K ﹤0.01%
1,621
+1,123
846
$120K ﹤0.01%
1,177
+93
847
$119K ﹤0.01%
4,207
+200
848
$117K ﹤0.01%
1,265
+60
849
$116K ﹤0.01%
595
-47
850
$116K ﹤0.01%
2,955
-1,632
32 33
34
35 36