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
$1.65B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.3M
3
+$11.4M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$8.7M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$6.67M

Top Sells

1
+$15.5M
2
+$5.69M
3
+$4.33M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.6M

Sector Composition

1 Technology 7.12%
2 Financials 6.36%
3 Healthcare 3.53%
4 Industrials 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$3.71K ﹤0.01%
193
-120
1227
$3.67K ﹤0.01%
301
1228
$3.67K ﹤0.01%
71
1229
$3.67K ﹤0.01%
246
1230
$3.67K ﹤0.01%
29
-192
1231
$3.65K ﹤0.01%
+965
1232
$3.64K ﹤0.01%
350
1233
$3.62K ﹤0.01%
132
1234
$3.61K ﹤0.01%
+785
1235
$3.6K ﹤0.01%
106
1236
$3.59K ﹤0.01%
15
1237
$3.59K ﹤0.01%
285
1238
$3.58K ﹤0.01%
239
1239
$3.52K ﹤0.01%
9
-3
1240
$3.5K ﹤0.01%
+1,164
1241
$3.5K ﹤0.01%
56
1242
$3.46K ﹤0.01%
846
1243
$3.43K ﹤0.01%
88
1244
$3.36K ﹤0.01%
390
-10
1245
$3.34K ﹤0.01%
45
-5,115
1246
$3.32K ﹤0.01%
+73
1247
$3.31K ﹤0.01%
96
1248
$3.3K ﹤0.01%
341
1249
$3.26K ﹤0.01%
71
1250
$3.24K ﹤0.01%
106
-5,439
48 49
50
51 52