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
1676
$8.4K ﹤0.01%
+105
1677
$8.4K ﹤0.01%
149
+62
1678
$8.39K ﹤0.01%
60
-8
1679
$8.37K ﹤0.01%
226
+1
1680
$8.33K ﹤0.01%
173
-21
1681
$8.32K ﹤0.01%
2,800
1682
$8.3K ﹤0.01%
464
1683
$8.29K ﹤0.01%
90
+9
1684
$8.29K ﹤0.01%
2,701
-5,996
1685
$8.26K ﹤0.01%
201
1686
$8.21K ﹤0.01%
+120
1687
$8.21K ﹤0.01%
59
1688
$8.18K ﹤0.01%
220
+41
1689
$8.16K ﹤0.01%
161
1690
$8.15K ﹤0.01%
106
1691
$8.15K ﹤0.01%
215
-9
1692
$8.14K ﹤0.01%
37
+5
1693
$8.08K ﹤0.01%
533
1694
$8.07K ﹤0.01%
137
1695
$8K ﹤0.01%
900
1696
$7.99K ﹤0.01%
78
1697
$7.96K ﹤0.01%
242
-13
1698
$7.95K ﹤0.01%
122
1699
$7.89K ﹤0.01%
32
+12
1700
$7.87K ﹤0.01%
216
+111
66 67
68
69 70