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
1851
$5.03K ﹤0.01%
43
-39
1852
$5.03K ﹤0.01%
376
1853
$5.01K ﹤0.01%
40
1854
$4.96K ﹤0.01%
236
-4
1855
$4.95K ﹤0.01%
+150
1856
$4.94K ﹤0.01%
+81
1857
$4.94K ﹤0.01%
300
1858
$4.94K ﹤0.01%
76
+2
1859
$4.93K ﹤0.01%
151
1860
$4.93K ﹤0.01%
200
1861
$4.9K ﹤0.01%
84
-8
1862
$4.89K ﹤0.01%
33
-6
1863
$4.88K ﹤0.01%
+243
1864
$4.86K ﹤0.01%
153
1865
$4.85K ﹤0.01%
365
1866
$4.85K ﹤0.01%
+228
1867
$4.84K ﹤0.01%
200
-589
1868
$4.83K ﹤0.01%
154
+69
1869
$4.82K ﹤0.01%
1,000
1870
$4.81K ﹤0.01%
+131
1871
$4.8K ﹤0.01%
77
-87
1872
$4.79K ﹤0.01%
74
-595
1873
$4.78K ﹤0.01%
99
1874
$4.77K ﹤0.01%
9
-15
1875
$4.75K ﹤0.01%
41
-4
73 74
75
76 77