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
101
$4.61M 0.17%
19,602
-1,279
102
$4.46M 0.16%
50,748
+520
103
$4.45M 0.16%
177,955
+1,933
104
$4.43M 0.16%
151,709
+82,596
105
$4.21M 0.15%
14,510
-2,037
106
$4.2M 0.15%
70,989
+3,376
107
$4.19M 0.15%
14,123
-2,803
108
$4.14M 0.15%
67,683
-659
109
$4.06M 0.15%
70,658
+2,279
110
$4.06M 0.15%
5,253
+414
111
$3.98M 0.15%
132,408
+60,807
112
$3.95M 0.14%
92,755
+7,619
113
$3.95M 0.14%
56,215
-6,292
114
$3.88M 0.14%
55,111
+7,604
115
$3.87M 0.14%
4,341
-280
116
$3.85M 0.14%
26,562
-555
117
$3.77M 0.14%
85,849
-45,463
118
$3.77M 0.14%
129,985
+1,744
119
$3.76M 0.14%
3,660
-734
120
$3.74M 0.14%
37,292
-365
121
$3.73M 0.14%
94,387
+7,883
122
$3.66M 0.13%
132,694
+6,840
123
$3.59M 0.13%
120,240
-1,318
124
$3.56M 0.13%
12,167
-2,306
125
$3.53M 0.13%
50,245
-945
3 4
5
6 7