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
1026
$70.1K ﹤0.01%
991
+16
1027
$69.7K ﹤0.01%
912
-476
1028
$69.6K ﹤0.01%
215
+76
1029
$69.3K ﹤0.01%
615
-7
1030
$69.2K ﹤0.01%
3,888
+39
1031
$69.1K ﹤0.01%
1,129
-8
1032
$68.8K ﹤0.01%
8,604
-232
1033
$68.7K ﹤0.01%
+550
1034
$68.7K ﹤0.01%
2,755
+8
1035
$68.4K ﹤0.01%
426
+19
1036
$68.4K ﹤0.01%
6,790
-40
1037
$68.2K ﹤0.01%
605
+5
1038
$67.6K ﹤0.01%
1,929
+262
1039
$67.5K ﹤0.01%
367
+17
1040
$67.5K ﹤0.01%
1,908
+2
1041
$67.5K ﹤0.01%
273
-1
1042
$67K ﹤0.01%
737
-14
1043
$67K ﹤0.01%
7,227
+5,140
1044
$67K ﹤0.01%
+405
1045
$66.9K ﹤0.01%
150
1046
$66.7K ﹤0.01%
1,634
1047
$66.6K ﹤0.01%
5,862
+2,902
1048
$66.4K ﹤0.01%
+1,225
1049
$66.4K ﹤0.01%
1,046
+529
1050
$66.2K ﹤0.01%
352
+3
40 41
42
43 44