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
1176
$45.8K ﹤0.01%
422
1177
$45.7K ﹤0.01%
1,320
+87
1178
$45.7K ﹤0.01%
163
+7
1179
$45.6K ﹤0.01%
1,435
+342
1180
$45.5K ﹤0.01%
436
-6
1181
$45.1K ﹤0.01%
2,769
+236
1182
$44.8K ﹤0.01%
409
+11
1183
$44.4K ﹤0.01%
570
1184
$44.4K ﹤0.01%
2,308
1185
$43.9K ﹤0.01%
1,791
-66,374
1186
$43.8K ﹤0.01%
875
1187
$43.8K ﹤0.01%
323
+1
1188
$43.7K ﹤0.01%
3,006
1189
$43.6K ﹤0.01%
1,824
-1,270
1190
$43.1K ﹤0.01%
201
+89
1191
$43.1K ﹤0.01%
2,550
+16
1192
$43K ﹤0.01%
582
-222
1193
$42.9K ﹤0.01%
803
1194
$42.8K ﹤0.01%
155
+25
1195
$42.7K ﹤0.01%
846
-5,772
1196
$42.6K ﹤0.01%
127
+71
1197
$42.3K ﹤0.01%
174
1198
$42.1K ﹤0.01%
268
1199
$42K ﹤0.01%
1,000
1200
$41.9K ﹤0.01%
356
46 47
48
49 50