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
1776
$6.41K ﹤0.01%
173
1777
$6.4K ﹤0.01%
77
1778
$6.4K ﹤0.01%
400
1779
$6.39K ﹤0.01%
260
+179
1780
$6.34K ﹤0.01%
11
+8
1781
$6.31K ﹤0.01%
19
-8
1782
$6.31K ﹤0.01%
625
+229
1783
$6.3K ﹤0.01%
48
1784
$6.29K ﹤0.01%
+254
1785
$6.28K ﹤0.01%
42
+7
1786
$6.26K ﹤0.01%
114
1787
$6.22K ﹤0.01%
76
-4
1788
$6.19K ﹤0.01%
+225
1789
$6.18K ﹤0.01%
90
1790
$6.16K ﹤0.01%
66
-559
1791
$6.13K ﹤0.01%
154
-21
1792
$6.13K ﹤0.01%
600
1793
$6.12K ﹤0.01%
33
+3
1794
$6.08K ﹤0.01%
+274
1795
$6.05K ﹤0.01%
115
-9
1796
$6.05K ﹤0.01%
442
+169
1797
$6.02K ﹤0.01%
234
-11
1798
$5.99K ﹤0.01%
+356
1799
$5.99K ﹤0.01%
150
+14
1800
$5.97K ﹤0.01%
28
-2
70 71
72
73 74