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
976
$77.4K ﹤0.01%
2,128
+1,085
977
$77.3K ﹤0.01%
835
978
$77.2K ﹤0.01%
411
-78
979
$77.2K ﹤0.01%
3,346
+1,300
980
$77.2K ﹤0.01%
1,537
981
$77.1K ﹤0.01%
1,626
+494
982
$76.9K ﹤0.01%
1,487
983
$76.9K ﹤0.01%
899
984
$76.4K ﹤0.01%
329
+112
985
$76.3K ﹤0.01%
+1,815
986
$76.3K ﹤0.01%
2,282
+2,264
987
$76.1K ﹤0.01%
1,679
-140
988
$75.8K ﹤0.01%
742
+1
989
$75.6K ﹤0.01%
1,950
+453
990
$75.6K ﹤0.01%
791
+6
991
$75.4K ﹤0.01%
2,003
+109
992
$75.3K ﹤0.01%
2,750
-90
993
$75K ﹤0.01%
3,410
-52
994
$74.9K ﹤0.01%
820
+64
995
$74.6K ﹤0.01%
+2,314
996
$74.5K ﹤0.01%
175
+4
997
$74.5K ﹤0.01%
897
+539
998
$74.5K ﹤0.01%
2,196
+611
999
$74.5K ﹤0.01%
4,250
1000
$74.3K ﹤0.01%
6,421
+25
38 39
40
41 42