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
1376
$23.7K ﹤0.01%
+367
1377
$23.6K ﹤0.01%
2,398
+1,914
1378
$23K ﹤0.01%
13,692
+934
1379
$23K ﹤0.01%
1,255
1380
$22.9K ﹤0.01%
989
+183
1381
$22.9K ﹤0.01%
102
-4
1382
$22.8K ﹤0.01%
3,345
1383
$22.6K ﹤0.01%
1,080
1384
$22.5K ﹤0.01%
+6,820
1385
$22.5K ﹤0.01%
804
1386
$22.2K ﹤0.01%
49
-5
1387
$22.1K ﹤0.01%
522
-24
1388
$21.8K ﹤0.01%
206
+22
1389
$21.8K ﹤0.01%
90
1390
$21.7K ﹤0.01%
399
1391
$21.5K ﹤0.01%
542
1392
$21.4K ﹤0.01%
1,242
-762
1393
$21.4K ﹤0.01%
4,510
-202
1394
$21.4K ﹤0.01%
285
+191
1395
$21.3K ﹤0.01%
361
+10
1396
$21.3K ﹤0.01%
198
+104
1397
$21.2K ﹤0.01%
140
1398
$21.2K ﹤0.01%
218
1399
$21.1K ﹤0.01%
363
1400
$21K ﹤0.01%
4,457
54 55
56
57 58