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
1251
$3.22K ﹤0.01%
28
1252
$3.19K ﹤0.01%
+148
1253
$3.15K ﹤0.01%
127
-80
1254
$3.11K ﹤0.01%
63
-621
1255
$3.1K ﹤0.01%
140
-2,994
1256
$3.09K ﹤0.01%
261
+5
1257
$3.06K ﹤0.01%
555
1258
$3.03K ﹤0.01%
137
-7,783
1259
$3K ﹤0.01%
306
-185
1260
$2.92K ﹤0.01%
64
1261
$2.91K ﹤0.01%
20
1262
$2.88K ﹤0.01%
20
-13
1263
$2.85K ﹤0.01%
89
-1,940
1264
$2.84K ﹤0.01%
1,000
1265
$2.84K ﹤0.01%
101
-10
1266
$2.83K ﹤0.01%
62
1267
$2.79K ﹤0.01%
225
1268
$2.76K ﹤0.01%
+77
1269
$2.7K ﹤0.01%
50
1270
$2.61K ﹤0.01%
+243
1271
$2.59K ﹤0.01%
35
1272
$2.58K ﹤0.01%
51
1273
$2.55K ﹤0.01%
51
1274
$2.53K ﹤0.01%
40
1275
$2.52K ﹤0.01%
41
49 50
51
52 53