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
1476
$15.8K ﹤0.01%
30
1477
$15.8K ﹤0.01%
600
1478
$15.8K ﹤0.01%
702
+678
1479
$15.7K ﹤0.01%
433
+2
1480
$15.6K ﹤0.01%
33
-1
1481
$15.6K ﹤0.01%
1,200
+1,000
1482
$15.6K ﹤0.01%
977
+28
1483
$15.5K ﹤0.01%
768
1484
$15.5K ﹤0.01%
500
1485
$15.5K ﹤0.01%
53
1486
$15.4K ﹤0.01%
320
-84
1487
$15.4K ﹤0.01%
399
1488
$15.4K ﹤0.01%
+271
1489
$15.3K ﹤0.01%
1,487
+1,274
1490
$15.3K ﹤0.01%
367
-2,284
1491
$15.2K ﹤0.01%
446
-3
1492
$15K ﹤0.01%
525
+312
1493
$14.9K ﹤0.01%
+667
1494
$14.9K ﹤0.01%
438
-304
1495
$14.9K ﹤0.01%
533
+250
1496
$14.9K ﹤0.01%
+686
1497
$14.8K ﹤0.01%
156
1498
$14.8K ﹤0.01%
101
+6
1499
$14.8K ﹤0.01%
2,021
1500
$14.8K ﹤0.01%
442
+54