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
1551
$12.2K ﹤0.01%
2,475
1552
$12.2K ﹤0.01%
4,062
1553
$12.2K ﹤0.01%
130
+6
1554
$12.1K ﹤0.01%
51
+1
1555
$12.1K ﹤0.01%
561
-56
1556
$12.1K ﹤0.01%
272
1557
$12K ﹤0.01%
234
+167
1558
$12K ﹤0.01%
71
+25
1559
$12K ﹤0.01%
63
+7
1560
$11.9K ﹤0.01%
1,019
1561
$11.9K ﹤0.01%
1,267
+45
1562
$11.9K ﹤0.01%
208
+29
1563
$11.9K ﹤0.01%
+283
1564
$11.9K ﹤0.01%
77
-5
1565
$11.9K ﹤0.01%
100
1566
$11.9K ﹤0.01%
283
+29
1567
$11.9K ﹤0.01%
108
1568
$11.8K ﹤0.01%
742
-21
1569
$11.7K ﹤0.01%
578
+45
1570
$11.6K ﹤0.01%
+465
1571
$11.6K ﹤0.01%
+866
1572
$11.5K ﹤0.01%
23
1573
$11.4K ﹤0.01%
1,091
-2,968
1574
$11.3K ﹤0.01%
1,174
1575
$11.3K ﹤0.01%
+155
61 62
63
64 65