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
1801
$5.95K ﹤0.01%
147
+142
1802
$5.95K ﹤0.01%
+115
1803
$5.91K ﹤0.01%
714
+175
1804
$5.85K ﹤0.01%
+241
1805
$5.85K ﹤0.01%
575
1806
$5.85K ﹤0.01%
+89
1807
$5.8K ﹤0.01%
50
-6
1808
$5.79K ﹤0.01%
15
-1
1809
$5.79K ﹤0.01%
70
1810
$5.79K ﹤0.01%
156
+150
1811
$5.77K ﹤0.01%
38
-1
1812
$5.76K ﹤0.01%
+287
1813
$5.75K ﹤0.01%
166
-19
1814
$5.74K ﹤0.01%
+595
1815
$5.73K ﹤0.01%
17
-2
1816
$5.72K ﹤0.01%
355
1817
$5.72K ﹤0.01%
52
1818
$5.72K ﹤0.01%
272
1819
$5.71K ﹤0.01%
1,167
1820
$5.71K ﹤0.01%
350
-10
1821
$5.7K ﹤0.01%
76
+62
1822
$5.7K ﹤0.01%
66
-2
1823
$5.65K ﹤0.01%
144
1824
$5.64K ﹤0.01%
156
1825
$5.64K ﹤0.01%
45
+27
71 72
73
74 75