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
901
$17.6K ﹤0.01%
201
902
$17.6K ﹤0.01%
128
-1,361
903
$17.5K ﹤0.01%
342
-2
904
$17.4K ﹤0.01%
2,155
+534
905
$17.4K ﹤0.01%
311
906
$17.3K ﹤0.01%
291
+71
907
$17.2K ﹤0.01%
156
+2
908
$17K ﹤0.01%
86
-9
909
$16.9K ﹤0.01%
1,287
+587
910
$16.5K ﹤0.01%
140
911
$16.5K ﹤0.01%
135
912
$16.5K ﹤0.01%
403
-32
913
$16.3K ﹤0.01%
462
+20
914
$16.2K ﹤0.01%
225
915
$16.1K ﹤0.01%
145
+62
916
$16K ﹤0.01%
230
917
$15.9K ﹤0.01%
123
-16
918
$15.9K ﹤0.01%
+321
919
$15.9K ﹤0.01%
+78
920
$15.8K ﹤0.01%
1,113
+475
921
$15.7K ﹤0.01%
128
-194
922
$15.7K ﹤0.01%
+312
923
$15.7K ﹤0.01%
726
924
$15.6K ﹤0.01%
+80
925
$15.5K ﹤0.01%
580
35 36
37
38 39