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
1751
$6.96K ﹤0.01%
+906
1752
$6.94K ﹤0.01%
138
-974
1753
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+3
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+28
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$6.66K ﹤0.01%
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+10
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+150
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1763
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1764
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$6.52K ﹤0.01%
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$6.51K ﹤0.01%
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1769
$6.5K ﹤0.01%
535
+14
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$6.5K ﹤0.01%
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+6
1771
$6.45K ﹤0.01%
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1772
$6.45K ﹤0.01%
19
1773
$6.44K ﹤0.01%
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1774
$6.43K ﹤0.01%
+90
1775
$6.41K ﹤0.01%
208