AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23M
3
+$19.8M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$19.2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6M

Top Sells

1
+$20M
2
+$11.5M
3
+$7.85M
4
AAPL icon
Apple
AAPL
+$6.48M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.27M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.05%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$61.1K ﹤0.01%
+436
1027
$60.2K ﹤0.01%
344
-3
1028
$60.2K ﹤0.01%
613
+606
1029
$60.2K ﹤0.01%
2,261
-2,246
1030
$60.1K ﹤0.01%
390
-200
1031
$59.9K ﹤0.01%
5,868
+879
1032
$59.7K ﹤0.01%
636
-111
1033
$59.5K ﹤0.01%
1,363
+574
1034
$59.3K ﹤0.01%
1,161
-50
1035
$58.3K ﹤0.01%
566
-301
1036
$57.9K ﹤0.01%
3,661
+737
1037
$57.8K ﹤0.01%
3,663
-301,010
1038
$57.7K ﹤0.01%
1,014
1039
$57.2K ﹤0.01%
2,534
1040
$56.9K ﹤0.01%
2,006
1041
$56.9K ﹤0.01%
322
-162
1042
$56.9K ﹤0.01%
391
-702
1043
$56.8K ﹤0.01%
530
+100
1044
$56.4K ﹤0.01%
8,518
+2,148
1045
$56.2K ﹤0.01%
1,111
+145
1046
$56.2K ﹤0.01%
637
+15
1047
$56.2K ﹤0.01%
+1,521
1048
$56K ﹤0.01%
1,046
-833
1049
$56K ﹤0.01%
1,572
-513
1050
$55.6K ﹤0.01%
600
40 41
42
43 44