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
1101
$56.4K ﹤0.01%
1,552
+1,408
1102
$56.2K ﹤0.01%
297
-109
1103
$55.9K ﹤0.01%
2,137
+7
1104
$55.7K ﹤0.01%
734
+388
1105
$55.7K ﹤0.01%
4,070
-4,711
1106
$55.5K ﹤0.01%
1,127
1107
$55.5K ﹤0.01%
1,113
+13
1108
$55.4K ﹤0.01%
245
+27
1109
$55.4K ﹤0.01%
4,358
1110
$55.4K ﹤0.01%
1,258
+41
1111
$55.3K ﹤0.01%
+1,116
1112
$55.1K ﹤0.01%
1,639
1113
$55K ﹤0.01%
1,656
+1,406
1114
$55K ﹤0.01%
3,678
+10
1115
$54.7K ﹤0.01%
1,010
+1
1116
$54.7K ﹤0.01%
1,952
-75
1117
$54.6K ﹤0.01%
1,143
+14
1118
$54.5K ﹤0.01%
359
-32
1119
$54.4K ﹤0.01%
32
-141
1120
$54.1K ﹤0.01%
1,418
-6
1121
$54K ﹤0.01%
556
-7
1122
$53.8K ﹤0.01%
3,570
1123
$53.5K ﹤0.01%
+4,500
1124
$53.3K ﹤0.01%
292
-7
1125
$53.2K ﹤0.01%
850
43 44
45
46 47