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
1701
$7.83K ﹤0.01%
360
1702
$7.82K ﹤0.01%
113
-231
1703
$7.79K ﹤0.01%
+129
1704
$7.77K ﹤0.01%
44
+3
1705
$7.76K ﹤0.01%
33
+28
1706
$7.69K ﹤0.01%
977
+504
1707
$7.63K ﹤0.01%
+254
1708
$7.62K ﹤0.01%
217
1709
$7.62K ﹤0.01%
252
+127
1710
$7.61K ﹤0.01%
273
1711
$7.6K ﹤0.01%
99
1712
$7.59K ﹤0.01%
205
+20
1713
$7.59K ﹤0.01%
535
-185
1714
$7.58K ﹤0.01%
183
1715
$7.56K ﹤0.01%
227
+177
1716
$7.55K ﹤0.01%
124
+109
1717
$7.48K ﹤0.01%
360
+140
1718
$7.45K ﹤0.01%
1,019
+340
1719
$7.43K ﹤0.01%
55
1720
$7.4K ﹤0.01%
+310
1721
$7.4K ﹤0.01%
241
1722
$7.39K ﹤0.01%
140
1723
$7.37K ﹤0.01%
420
+9
1724
$7.34K ﹤0.01%
+101
1725
$7.33K ﹤0.01%
300
67 68
69
70 71