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
1126
$53K ﹤0.01%
432
-16
1127
$52.9K ﹤0.01%
837
1128
$52.7K ﹤0.01%
1,363
+40
1129
$52.6K ﹤0.01%
771
+6
1130
$52.5K ﹤0.01%
625
+26
1131
$52.3K ﹤0.01%
9,267
+1
1132
$52K ﹤0.01%
364
-15
1133
$52K ﹤0.01%
49
1134
$51.9K ﹤0.01%
1,528
+2
1135
$51.8K ﹤0.01%
2,784
-22
1136
$51.5K ﹤0.01%
494
1137
$51.5K ﹤0.01%
333
+2
1138
$51.4K ﹤0.01%
7,896
-2,464
1139
$51.3K ﹤0.01%
801
+15
1140
$51.3K ﹤0.01%
2,194
+506
1141
$51.2K ﹤0.01%
873
+48
1142
$51K ﹤0.01%
1,372
+259
1143
$51K ﹤0.01%
297
-105
1144
$50.8K ﹤0.01%
1,161
+35
1145
$50.8K ﹤0.01%
3,284
1146
$50.5K ﹤0.01%
1,500
1147
$50.4K ﹤0.01%
368
+4
1148
$50.2K ﹤0.01%
13,386
-4,550
1149
$50.2K ﹤0.01%
1,071
+571
1150
$50.2K ﹤0.01%
892
+64
44 45
46
47 48