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
1401
$20.8K ﹤0.01%
33
-10
1402
$20.8K ﹤0.01%
659
+31
1403
$20.6K ﹤0.01%
+1,245
1404
$20.4K ﹤0.01%
4,479
+1,571
1405
$20.3K ﹤0.01%
662
+382
1406
$20.3K ﹤0.01%
366
+4
1407
$20.3K ﹤0.01%
2,618
-427
1408
$20.2K ﹤0.01%
807
-163
1409
$20K ﹤0.01%
132
+5
1410
$20K ﹤0.01%
2,481
1411
$19.9K ﹤0.01%
1,782
1412
$19.8K ﹤0.01%
113
-5
1413
$19.8K ﹤0.01%
2,878
-2,451
1414
$19.8K ﹤0.01%
1,633
+1,156
1415
$19.6K ﹤0.01%
2,015
1416
$19.6K ﹤0.01%
169
+98
1417
$19.5K ﹤0.01%
+1,135
1418
$19.5K ﹤0.01%
418
1419
$19.3K ﹤0.01%
1,271
+1,004
1420
$19.2K ﹤0.01%
84
-32
1421
$19.2K ﹤0.01%
1,462
-53
1422
$19.1K ﹤0.01%
737
+571
1423
$19.1K ﹤0.01%
362
+282
1424
$19K ﹤0.01%
752
+9
1425
$19K ﹤0.01%
397
55 56
57
58 59