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
951
$12.7K ﹤0.01%
384
-50
952
$12.6K ﹤0.01%
107
-27
953
$12.6K ﹤0.01%
120
-355
954
$12.5K ﹤0.01%
347
-34
955
$12.5K ﹤0.01%
+28
956
$12.5K ﹤0.01%
500
957
$12.5K ﹤0.01%
122
+4
958
$12.3K ﹤0.01%
600
959
$12.3K ﹤0.01%
400
960
$12.1K ﹤0.01%
100
961
$12.1K ﹤0.01%
+3,146
962
$12.1K ﹤0.01%
800
963
$12K ﹤0.01%
123
964
$11.9K ﹤0.01%
+180
965
$11.9K ﹤0.01%
75
966
$11.8K ﹤0.01%
212
+2
967
$11.7K ﹤0.01%
1,349
-37
968
$11.7K ﹤0.01%
64
-81
969
$11.6K ﹤0.01%
138
-449
970
$11.3K ﹤0.01%
185
971
$11.3K ﹤0.01%
225
972
$11.2K ﹤0.01%
88
973
$11.2K ﹤0.01%
710
974
$11.1K ﹤0.01%
123
975
$11.1K ﹤0.01%
61
37 38
39
40 41