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
1076
$62.6K ﹤0.01%
1,200
1077
$62.5K ﹤0.01%
899
-41
1078
$62K ﹤0.01%
587
-22
1079
$61.4K ﹤0.01%
6,878
-3,872
1080
$60.7K ﹤0.01%
7,000
1081
$60.2K ﹤0.01%
1,780
+5
1082
$59.8K ﹤0.01%
335
-19
1083
$59.7K ﹤0.01%
1,191
+1
1084
$59.3K ﹤0.01%
2,990
-11
1085
$58.8K ﹤0.01%
1,079
-347
1086
$58.7K ﹤0.01%
1,682
-376
1087
$58.6K ﹤0.01%
633
-4
1088
$58.3K ﹤0.01%
5,181
+100
1089
$58.3K ﹤0.01%
1,010
-26
1090
$57.9K ﹤0.01%
1,049
-10
1091
$57.9K ﹤0.01%
759
+74
1092
$57.6K ﹤0.01%
1,126
+7
1093
$57.3K ﹤0.01%
2,072
+66
1094
$57.2K ﹤0.01%
561
-10
1095
$57.1K ﹤0.01%
371
-23
1096
$56.9K ﹤0.01%
1,525
-24
1097
$56.9K ﹤0.01%
1,438
-1
1098
$56.7K ﹤0.01%
2,364
-21
1099
$56.6K ﹤0.01%
+4,043
1100
$56.5K ﹤0.01%
741
+137
42 43
44
45 46