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
1251
$36.1K ﹤0.01%
883
+51
1252
$36.1K ﹤0.01%
582
+1
1253
$36K ﹤0.01%
511
+67
1254
$36K ﹤0.01%
1,500
1255
$35.7K ﹤0.01%
834
1256
$35.6K ﹤0.01%
738
+58
1257
$35.3K ﹤0.01%
512
+473
1258
$35.3K ﹤0.01%
7,131
-2,114
1259
$35.3K ﹤0.01%
461
+2
1260
$35.1K ﹤0.01%
1,292
+1,242
1261
$35.1K ﹤0.01%
266
+8
1262
$34.9K ﹤0.01%
1,110
1263
$34.7K ﹤0.01%
385
+307
1264
$34.7K ﹤0.01%
934
+431
1265
$34.6K ﹤0.01%
2,624
1266
$34.6K ﹤0.01%
362
-5
1267
$34.5K ﹤0.01%
614
-45
1268
$34.5K ﹤0.01%
2,997
1269
$34.4K ﹤0.01%
3,690
+692
1270
$34.4K ﹤0.01%
4,083
-1,240
1271
$34.3K ﹤0.01%
2,901
1272
$34.3K ﹤0.01%
269
+130
1273
$34.2K ﹤0.01%
489
+450
1274
$34.1K ﹤0.01%
8,375
1275
$33.9K ﹤0.01%
263
49 50
51
52 53