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
926
$91.3K ﹤0.01%
2,050
927
$91.3K ﹤0.01%
23,219
-5,185
928
$91.1K ﹤0.01%
253
-67
929
$90.7K ﹤0.01%
2,174
+1,140
930
$90.6K ﹤0.01%
9,056
+1,306
931
$90.3K ﹤0.01%
951
932
$90.2K ﹤0.01%
975
-886
933
$90K ﹤0.01%
+5,500
934
$89.9K ﹤0.01%
7,583
-1,190
935
$89.8K ﹤0.01%
1,821
-122
936
$89.7K ﹤0.01%
13,821
937
$89.7K ﹤0.01%
28
-280
938
$89.3K ﹤0.01%
1,000
+5
939
$89.2K ﹤0.01%
995
940
$89K ﹤0.01%
+440
941
$88.9K ﹤0.01%
846
+5
942
$88.7K ﹤0.01%
+1,973
943
$88.6K ﹤0.01%
956
+915
944
$88.6K ﹤0.01%
993
+594
945
$87.6K ﹤0.01%
1,032
946
$87K ﹤0.01%
92
+9
947
$86.8K ﹤0.01%
1,934
+181
948
$86.5K ﹤0.01%
1,145
949
$85.9K ﹤0.01%
1,919
+11
950
$85.6K ﹤0.01%
2,075
36 37
38
39 40