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
1526
$13.5K ﹤0.01%
1,753
1527
$13.4K ﹤0.01%
+1,332
1528
$13.4K ﹤0.01%
318
+48
1529
$13.3K ﹤0.01%
224
+2
1530
$13.3K ﹤0.01%
170
+9
1531
$13.2K ﹤0.01%
709
+84
1532
$13.2K ﹤0.01%
241
1533
$13.2K ﹤0.01%
501
1534
$13.1K ﹤0.01%
1,295
+563
1535
$13.1K ﹤0.01%
157
1536
$13.1K ﹤0.01%
99
-6,800
1537
$13K ﹤0.01%
185
1538
$13K ﹤0.01%
2,178
+1,820
1539
$13K ﹤0.01%
408
+44
1540
$12.9K ﹤0.01%
124
1541
$12.9K ﹤0.01%
491
1542
$12.7K ﹤0.01%
+258
1543
$12.7K ﹤0.01%
3,575
+440
1544
$12.6K ﹤0.01%
1,192
1545
$12.6K ﹤0.01%
158
+5
1546
$12.5K ﹤0.01%
415
-153
1547
$12.4K ﹤0.01%
193
1548
$12.4K ﹤0.01%
74
1549
$12.3K ﹤0.01%
532
1550
$12.3K ﹤0.01%
345
+211