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
1451
$17.2K ﹤0.01%
1,470
1452
$17.2K ﹤0.01%
492
-694
1453
$17.1K ﹤0.01%
319
+107
1454
$17.1K ﹤0.01%
1,880
+470
1455
$17K ﹤0.01%
216
+1
1456
$17K ﹤0.01%
111
+10
1457
$17K ﹤0.01%
275
-7
1458
$16.8K ﹤0.01%
165
+51
1459
$16.7K ﹤0.01%
+2,054
1460
$16.5K ﹤0.01%
13
+1
1461
$16.4K ﹤0.01%
7,683
-204
1462
$16.3K ﹤0.01%
624
+237
1463
$16.3K ﹤0.01%
3,610
+466
1464
$16.3K ﹤0.01%
506
+51
1465
$16.2K ﹤0.01%
433
+3
1466
$16.2K ﹤0.01%
965
1467
$16.2K ﹤0.01%
563
+100
1468
$16.1K ﹤0.01%
285
1469
$16.1K ﹤0.01%
+511
1470
$16.1K ﹤0.01%
372
+18
1471
$16.1K ﹤0.01%
+940
1472
$15.9K ﹤0.01%
1,516
+3
1473
$15.9K ﹤0.01%
+6,041
1474
$15.9K ﹤0.01%
325
1475
$15.9K ﹤0.01%
254
+252
57 58
59
60 61