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
876
$106K ﹤0.01%
1,153
-31
877
$106K ﹤0.01%
2,097
-511
878
$106K ﹤0.01%
6,000
879
$105K ﹤0.01%
2,337
-3
880
$105K ﹤0.01%
489
-17
881
$105K ﹤0.01%
1,276
882
$105K ﹤0.01%
10,102
-3,372
883
$105K ﹤0.01%
3,086
+2
884
$105K ﹤0.01%
502
+18
885
$104K ﹤0.01%
1,168
+703
886
$104K ﹤0.01%
1,486
+676
887
$104K ﹤0.01%
346
+2
888
$103K ﹤0.01%
607
+24
889
$103K ﹤0.01%
437
+1
890
$103K ﹤0.01%
281
+12
891
$101K ﹤0.01%
1,951
-32
892
$101K ﹤0.01%
3,201
893
$101K ﹤0.01%
+2,569
894
$101K ﹤0.01%
10,937
+4,496
895
$100K ﹤0.01%
2,590
896
$100K ﹤0.01%
+1,250
897
$99.8K ﹤0.01%
575
-36
898
$99.5K ﹤0.01%
963
+190
899
$99.3K ﹤0.01%
1,871
-114
900
$99.3K ﹤0.01%
2,762
-2
34 35
36
37 38