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
901
$98.9K ﹤0.01%
1,115
+52
902
$98.8K ﹤0.01%
+4,886
903
$98.4K ﹤0.01%
652
-24
904
$98.3K ﹤0.01%
3,850
+590
905
$97.9K ﹤0.01%
326
+36
906
$97.7K ﹤0.01%
1,802
+40
907
$97.5K ﹤0.01%
1,758
+512
908
$97.4K ﹤0.01%
1,267
-6
909
$97.3K ﹤0.01%
1,143
910
$97K ﹤0.01%
820
+1
911
$96.8K ﹤0.01%
14,043
+548
912
$96.6K ﹤0.01%
965
913
$96.6K ﹤0.01%
2,228
+735
914
$96.2K ﹤0.01%
1,878
+352
915
$95.7K ﹤0.01%
8,595
+1,700
916
$95.3K ﹤0.01%
+4,960
917
$95.2K ﹤0.01%
679
+3
918
$95.1K ﹤0.01%
1,896
-300
919
$94.8K ﹤0.01%
1,064
+14
920
$93.8K ﹤0.01%
1,420
+10
921
$93.2K ﹤0.01%
257
+47
922
$92.7K ﹤0.01%
403
923
$92.7K ﹤0.01%
11,966
-372
924
$92.7K ﹤0.01%
1,434
-128
925
$92.4K ﹤0.01%
1,383
-3,462
35 36
37
38 39