AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
1276
$33.6K ﹤0.01%
1,100
1277
$33.5K ﹤0.01%
2,178
-348
1278
$33.5K ﹤0.01%
1,011
+5
1279
$33.3K ﹤0.01%
1,704
1280
$33.1K ﹤0.01%
885
+740
1281
$32.8K ﹤0.01%
705
+2
1282
$32.8K ﹤0.01%
2,775
+2,564
1283
$32.5K ﹤0.01%
1,307
-355
1284
$32.4K ﹤0.01%
156
-64
1285
$32.3K ﹤0.01%
226
+81
1286
$32.3K ﹤0.01%
276
+7
1287
$32.1K ﹤0.01%
1,830
+15
1288
$32.1K ﹤0.01%
892
-335
1289
$32K ﹤0.01%
125
+66
1290
$31.9K ﹤0.01%
127
-1,748
1291
$31.8K ﹤0.01%
303
+2
1292
$31.8K ﹤0.01%
3,927
1293
$31.7K ﹤0.01%
13,000
1294
$31.7K ﹤0.01%
15,033
+464
1295
$31.5K ﹤0.01%
712
+116
1296
$31.5K ﹤0.01%
7,233
-7,355
1297
$31.4K ﹤0.01%
1,549
-66
1298
$31.4K ﹤0.01%
6,116
+2,506
1299
$31.3K ﹤0.01%
134
-1,240
1300
$31.3K ﹤0.01%
1,217
-127
50 51
52
53 54