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
1351
$26.1K ﹤0.01%
625
+600
1352
$26.1K ﹤0.01%
346
-86
1353
$26K ﹤0.01%
1,552
-2,368
1354
$26K ﹤0.01%
685
-122
1355
$25.9K ﹤0.01%
573
-652
1356
$25.8K ﹤0.01%
1,626
-202
1357
$25.7K ﹤0.01%
500
1358
$25.5K ﹤0.01%
120
1359
$25K ﹤0.01%
258
-243
1360
$24.8K ﹤0.01%
180
+65
1361
$24.8K ﹤0.01%
60
+5
1362
$24.7K ﹤0.01%
4,142
+2,909
1363
$24.7K ﹤0.01%
200
1364
$24.6K ﹤0.01%
1,570
1365
$24.5K ﹤0.01%
916
+36
1366
$24.5K ﹤0.01%
448
-75
1367
$24.4K ﹤0.01%
239
1368
$24.1K ﹤0.01%
266
+8
1369
$24.1K ﹤0.01%
279
+244
1370
$24K ﹤0.01%
320
+149
1371
$23.9K ﹤0.01%
786
-2,718
1372
$23.8K ﹤0.01%
6,030
1373
$23.8K ﹤0.01%
767
+6
1374
$23.8K ﹤0.01%
750
1375
$23.8K ﹤0.01%
1,131
+697
53 54
55
56 57