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
1151
$50.1K ﹤0.01%
500
1152
$49.9K ﹤0.01%
3,479
1153
$49.8K ﹤0.01%
4,804
-751
1154
$49.7K ﹤0.01%
455
+12
1155
$49.7K ﹤0.01%
279
+125
1156
$49.3K ﹤0.01%
631
-7
1157
$49.3K ﹤0.01%
1,204
+4
1158
$49.2K ﹤0.01%
3,626
+987
1159
$49K ﹤0.01%
1,278
1160
$48.7K ﹤0.01%
542
+145
1161
$48.7K ﹤0.01%
283
+6
1162
$48.7K ﹤0.01%
369
+63
1163
$48.6K ﹤0.01%
129
+77
1164
$48.5K ﹤0.01%
313
+202
1165
$48.4K ﹤0.01%
258
1166
$48.3K ﹤0.01%
1,390
1167
$48.2K ﹤0.01%
263
1168
$47.6K ﹤0.01%
1,091
+7
1169
$47.6K ﹤0.01%
3,879
-565
1170
$47.5K ﹤0.01%
163
+14
1171
$47.4K ﹤0.01%
2,080
+1,810
1172
$47K ﹤0.01%
2,081
+1,448
1173
$46.9K ﹤0.01%
860
1174
$46.9K ﹤0.01%
695
1175
$46.4K ﹤0.01%
1,053
+285
45 46
47
48 49