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
1726
$7.3K ﹤0.01%
405
1727
$7.28K ﹤0.01%
+33
1728
$7.27K ﹤0.01%
123
-198
1729
$7.26K ﹤0.01%
738
-113
1730
$7.25K ﹤0.01%
+100
1731
$7.25K ﹤0.01%
49
-12
1732
$7.24K ﹤0.01%
121
1733
$7.22K ﹤0.01%
58
+16
1734
$7.2K ﹤0.01%
23
+3
1735
$7.2K ﹤0.01%
160
-414
1736
$7.2K ﹤0.01%
28
+1
1737
$7.18K ﹤0.01%
+2,016
1738
$7.14K ﹤0.01%
215
1739
$7.11K ﹤0.01%
60
1740
$7.08K ﹤0.01%
187
1741
$7.07K ﹤0.01%
36
-125
1742
$7.07K ﹤0.01%
100
1743
$7.05K ﹤0.01%
158
-787
1744
$7.03K ﹤0.01%
26
+16
1745
$7.02K ﹤0.01%
744
+550
1746
$7.02K ﹤0.01%
+220
1747
$7.02K ﹤0.01%
2,316
1748
$7.02K ﹤0.01%
83
+71
1749
$6.97K ﹤0.01%
21
+8
1750
$6.97K ﹤0.01%
10
+5
68 69
70
71 72