We are live on ! Find out more
AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12.4M
3
+$10.4M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$8.16M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$6.18M

Top Sells

1
+$15.5M
2
+$5.2M
3
+$3.93M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.82M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.22M

Sector Composition

1 Technology 7.12%
2 Financials 6.36%
3 Healthcare 3.53%
4 Industrials 3.36%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
– –
-113
1652
– –
-122
1653
– –
-1
1654
– –
-20
1655
– –
-1,571
1656
– –
-636
1657
– –
-1,425
1658
– –
-42
1659
– –
-453
1660
– –
0
1661
– –
-425
1662
– –
-29
1663
– –
-796
1664
– –
-12
1665
– –
-7,935
1666
– –
-1,298
1667
– –
-4,203
1668
– –
-4,108
1669
– –
-290
1670
– –
-506
1671
– –
-13,399
1672
– –
-6
1673
– –
-71
1674
– –
-97
1675
– –
-191
65 66
67
68 69