AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
1626
$9.95K ﹤0.01%
640
+190
1627
$9.94K ﹤0.01%
+225
1628
$9.93K ﹤0.01%
680
1629
$9.84K ﹤0.01%
169
+37
1630
$9.82K ﹤0.01%
276
1631
$9.77K ﹤0.01%
+1,107
1632
$9.75K ﹤0.01%
450
+250
1633
$9.75K ﹤0.01%
783
+184
1634
$9.71K ﹤0.01%
65
1635
$9.71K ﹤0.01%
431
+1
1636
$9.66K ﹤0.01%
496
1637
$9.65K ﹤0.01%
+328
1638
$9.6K ﹤0.01%
16
1639
$9.55K ﹤0.01%
50
+13
1640
$9.51K ﹤0.01%
1,000
1641
$9.46K ﹤0.01%
586
1642
$9.45K ﹤0.01%
251
+32
1643
$9.38K ﹤0.01%
135
+1
1644
$9.38K ﹤0.01%
167
+2
1645
$9.35K ﹤0.01%
528
1646
$9.35K ﹤0.01%
+270
1647
$9.3K ﹤0.01%
149
+146
1648
$9.27K ﹤0.01%
302
-17
1649
$9.2K ﹤0.01%
341
-6
1650
$9.18K ﹤0.01%
136