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
1576
$11.2K ﹤0.01%
350
1577
$11.2K ﹤0.01%
3,708
1578
$11.1K ﹤0.01%
143
-170
1579
$11.1K ﹤0.01%
108
1580
$11.1K ﹤0.01%
238
1581
$11.1K ﹤0.01%
77
+5
1582
$11.1K ﹤0.01%
+874
1583
$11K ﹤0.01%
+234
1584
$11K ﹤0.01%
146
1585
$11K ﹤0.01%
523
+84
1586
$11K ﹤0.01%
1,074
+10
1587
$10.9K ﹤0.01%
314
-74
1588
$10.9K ﹤0.01%
500
1589
$10.8K ﹤0.01%
176
-20
1590
$10.8K ﹤0.01%
+109
1591
$10.8K ﹤0.01%
830
+703
1592
$10.8K ﹤0.01%
419
1593
$10.7K ﹤0.01%
500
1594
$10.7K ﹤0.01%
444
1595
$10.7K ﹤0.01%
164
+69
1596
$10.7K ﹤0.01%
335
1597
$10.7K ﹤0.01%
498
+2
1598
$10.7K ﹤0.01%
556
1599
$10.6K ﹤0.01%
+68
1600
$10.6K ﹤0.01%
113
62 63
64
65 66