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
1301
$31.2K ﹤0.01%
1,313
1302
$31.1K ﹤0.01%
389
-218
1303
$31K ﹤0.01%
234
-8
1304
$30.9K ﹤0.01%
+506
1305
$30.8K ﹤0.01%
649
-21
1306
$30.7K ﹤0.01%
200
1307
$30.6K ﹤0.01%
+17,500
1308
$30.5K ﹤0.01%
212
+5
1309
$30.5K ﹤0.01%
391
1310
$30.4K ﹤0.01%
88
+45
1311
$30.4K ﹤0.01%
804
1312
$30.2K ﹤0.01%
894
+27
1313
$30.1K ﹤0.01%
824
1314
$30K ﹤0.01%
1,410
-45
1315
$29.8K ﹤0.01%
708
1316
$29.8K ﹤0.01%
+1,081
1317
$29.7K ﹤0.01%
1,220
1318
$29.6K ﹤0.01%
1,710
1319
$29.5K ﹤0.01%
706
-213
1320
$29.2K ﹤0.01%
998
+13
1321
$29.1K ﹤0.01%
308
+39
1322
$29.1K ﹤0.01%
356
+265
1323
$29K ﹤0.01%
1,003
1324
$29K ﹤0.01%
+742
1325
$28.9K ﹤0.01%
1,221
-507
51 52
53
54 55