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
1001
$74.2K ﹤0.01%
1,222
-3
1002
$73.9K ﹤0.01%
4,876
-1,700
1003
$73.7K ﹤0.01%
1,283
+421
1004
$73.5K ﹤0.01%
1,301
-198
1005
$72.5K ﹤0.01%
7,009
+1,131
1006
$72.4K ﹤0.01%
1,495
+5
1007
$72.1K ﹤0.01%
1,687
1008
$72K ﹤0.01%
2,593
+289
1009
$72K ﹤0.01%
37
1010
$71.8K ﹤0.01%
1,045
+762
1011
$71.7K ﹤0.01%
1,925
+1,429
1012
$71.6K ﹤0.01%
310
1013
$71.5K ﹤0.01%
10,343
-11
1014
$71.4K ﹤0.01%
772
-396
1015
$71.4K ﹤0.01%
8,691
1016
$71.3K ﹤0.01%
2,805
-28
1017
$71.2K ﹤0.01%
2,100
+507
1018
$71.2K ﹤0.01%
584
+84
1019
$71.1K ﹤0.01%
2,502
1020
$71.1K ﹤0.01%
529
-3
1021
$70.8K ﹤0.01%
2,586
1022
$70.6K ﹤0.01%
601
+482
1023
$70.6K ﹤0.01%
2,754
-258
1024
$70.6K ﹤0.01%
1,141
-14
1025
$70.4K ﹤0.01%
1,904
+243
39 40
41
42 43