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
1226
$38.3K ﹤0.01%
1,863
-119
1227
$38.3K ﹤0.01%
576
-8
1228
$38.2K ﹤0.01%
361
-6
1229
$38.1K ﹤0.01%
+4,379
1230
$38.1K ﹤0.01%
588
+182
1231
$38.1K ﹤0.01%
+500
1232
$38K ﹤0.01%
705
-8
1233
$37.9K ﹤0.01%
992
+161
1234
$37.6K ﹤0.01%
5,295
-2,055
1235
$37.4K ﹤0.01%
484
+19
1236
$37.4K ﹤0.01%
401
+238
1237
$37.3K ﹤0.01%
1,768
+420
1238
$37K ﹤0.01%
1,451
-15
1239
$37K ﹤0.01%
1,400
+808
1240
$37K ﹤0.01%
389
+2
1241
$37K ﹤0.01%
4,524
1242
$36.5K ﹤0.01%
493
-37
1243
$36.5K ﹤0.01%
1,438
+1,248
1244
$36.4K ﹤0.01%
662
-22
1245
$36.4K ﹤0.01%
288
+37
1246
$36.2K ﹤0.01%
+1,630
1247
$36.2K ﹤0.01%
1,316
1248
$36.2K ﹤0.01%
1,802
+1,152
1249
$36.1K ﹤0.01%
+420
1250
$36.1K ﹤0.01%
225
-17
48 49
50
51 52