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
1326
$28.9K ﹤0.01%
301
+13
1327
$28.6K ﹤0.01%
+400
1328
$28.5K ﹤0.01%
1,765
1329
$28.5K ﹤0.01%
1,824
+180
1330
$28.4K ﹤0.01%
+619
1331
$28.3K ﹤0.01%
3,751
1332
$28.2K ﹤0.01%
3,666
-4,021
1333
$28.2K ﹤0.01%
4,987
-8,000
1334
$28K ﹤0.01%
+464
1335
$28K ﹤0.01%
2,810
1336
$27.9K ﹤0.01%
1,013
+3
1337
$27.7K ﹤0.01%
166
+2
1338
$27.4K ﹤0.01%
1,515
+1,436
1339
$27.4K ﹤0.01%
2,136
-143
1340
$27.4K ﹤0.01%
206
+135
1341
$27.3K ﹤0.01%
1,561
+11
1342
$27.2K ﹤0.01%
356
-9
1343
$27.1K ﹤0.01%
2,439
-1,432
1344
$27K ﹤0.01%
416
1345
$26.9K ﹤0.01%
22
+2
1346
$26.7K ﹤0.01%
2,255
-175
1347
$26.6K ﹤0.01%
463
-178
1348
$26.6K ﹤0.01%
227
+38
1349
$26.5K ﹤0.01%
996
+108
1350
$26.5K ﹤0.01%
571
+43
52 53
54
55 56