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
1651
$9.13K ﹤0.01%
56
-68
1652
$9.13K ﹤0.01%
212
-150
1653
$9.1K ﹤0.01%
348
1654
$9.07K ﹤0.01%
83
1655
$9.07K ﹤0.01%
191
-8
1656
$9.06K ﹤0.01%
266
-389
1657
$9.05K ﹤0.01%
158
1658
$9.04K ﹤0.01%
680
+272
1659
$9.03K ﹤0.01%
152
1660
$9K ﹤0.01%
847
-82
1661
$9K ﹤0.01%
1,000
1662
$8.96K ﹤0.01%
+1,300
1663
$8.93K ﹤0.01%
53
1664
$8.91K ﹤0.01%
154
+87
1665
$8.84K ﹤0.01%
154
+4
1666
$8.83K ﹤0.01%
940
1667
$8.82K ﹤0.01%
108
1668
$8.76K ﹤0.01%
+494
1669
$8.72K ﹤0.01%
234
+60
1670
$8.69K ﹤0.01%
226
+65
1671
$8.69K ﹤0.01%
56
1672
$8.63K ﹤0.01%
83
1673
$8.62K ﹤0.01%
163
+98
1674
$8.48K ﹤0.01%
85
+1
1675
$8.41K ﹤0.01%
79
65 66
67
68 69