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
1826
$5.59K ﹤0.01%
36
+5
1827
$5.58K ﹤0.01%
141
+95
1828
$5.5K ﹤0.01%
174
-23
1829
$5.48K ﹤0.01%
125
1830
$5.43K ﹤0.01%
168
1831
$5.41K ﹤0.01%
115
1832
$5.39K ﹤0.01%
1,051
1833
$5.38K ﹤0.01%
761
1834
$5.37K ﹤0.01%
68
+1
1835
$5.35K ﹤0.01%
+29
1836
$5.33K ﹤0.01%
11
-2
1837
$5.28K ﹤0.01%
47
1838
$5.27K ﹤0.01%
1,016
+66
1839
$5.27K ﹤0.01%
593
-67
1840
$5.25K ﹤0.01%
+152
1841
$5.25K ﹤0.01%
98
-13
1842
$5.22K ﹤0.01%
73
1843
$5.17K ﹤0.01%
47
+7
1844
$5.17K ﹤0.01%
+77
1845
$5.16K ﹤0.01%
107
1846
$5.15K ﹤0.01%
24
-1,547
1847
$5.12K ﹤0.01%
105
+54
1848
$5.1K ﹤0.01%
332
1849
$5.08K ﹤0.01%
29
+8
1850
$5.05K ﹤0.01%
1,000
72 73
74
75 76