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
1426
$19K ﹤0.01%
+900
1427
$18.8K ﹤0.01%
2,945
+470
1428
$18.7K ﹤0.01%
414
1429
$18.6K ﹤0.01%
1,299
+582
1430
$18.6K ﹤0.01%
181
+11
1431
$18.6K ﹤0.01%
802
+703
1432
$18.5K ﹤0.01%
401
1433
$18.5K ﹤0.01%
340
1434
$18.5K ﹤0.01%
5,017
-805
1435
$18.3K ﹤0.01%
154
+82
1436
$18.3K ﹤0.01%
+766
1437
$18.2K ﹤0.01%
157
+6
1438
$18.2K ﹤0.01%
330
-22
1439
$18.1K ﹤0.01%
571
+502
1440
$18K ﹤0.01%
161
-9
1441
$18K ﹤0.01%
37
-7
1442
$17.9K ﹤0.01%
288
-186
1443
$17.9K ﹤0.01%
6,831
+6,142
1444
$17.7K ﹤0.01%
251
+159
1445
$17.7K ﹤0.01%
497
1446
$17.6K ﹤0.01%
251
+10
1447
$17.5K ﹤0.01%
890
+50
1448
$17.5K ﹤0.01%
1,970
1449
$17.4K ﹤0.01%
1,801
+647
1450
$17.4K ﹤0.01%
430
-6,418
56 57
58
59 60