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
1601
$10.6K ﹤0.01%
341
+318
1602
$10.5K ﹤0.01%
504
1603
$10.5K ﹤0.01%
158
-25
1604
$10.5K ﹤0.01%
1,125
+1,016
1605
$10.5K ﹤0.01%
285
+23
1606
$10.4K ﹤0.01%
+605
1607
$10.4K ﹤0.01%
101
+53
1608
$10.4K ﹤0.01%
497
-1,109
1609
$10.4K ﹤0.01%
6,486
+43
1610
$10.4K ﹤0.01%
32
+5
1611
$10.3K ﹤0.01%
202
1612
$10.3K ﹤0.01%
+300
1613
$10.3K ﹤0.01%
+812
1614
$10.3K ﹤0.01%
167
+160
1615
$10.2K ﹤0.01%
224
+30
1616
$10.2K ﹤0.01%
1,023
1617
$10.2K ﹤0.01%
326
+294
1618
$10.1K ﹤0.01%
+228
1619
$10.1K ﹤0.01%
129
1620
$10K ﹤0.01%
585
1621
$10K ﹤0.01%
785
1622
$10K ﹤0.01%
+1,181
1623
$10K ﹤0.01%
123
+1
1624
$10K ﹤0.01%
50
+5
1625
$9.98K ﹤0.01%
+272
63 64
65
66 67