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
1876
$4.74K ﹤0.01%
61
+19
1877
$4.72K ﹤0.01%
+260
1878
$4.71K ﹤0.01%
+200
1879
$4.7K ﹤0.01%
+77
1880
$4.67K ﹤0.01%
+461
1881
$4.65K ﹤0.01%
+70
1882
$4.63K ﹤0.01%
210
1883
$4.61K ﹤0.01%
134
+72
1884
$4.58K ﹤0.01%
+66
1885
$4.53K ﹤0.01%
27
1886
$4.53K ﹤0.01%
38
1887
$4.51K ﹤0.01%
+50
1888
$4.51K ﹤0.01%
274
-734
1889
$4.5K ﹤0.01%
60
-30
1890
$4.5K ﹤0.01%
162
1891
$4.5K ﹤0.01%
555
1892
$4.49K ﹤0.01%
191
+111
1893
$4.49K ﹤0.01%
119
+6
1894
$4.48K ﹤0.01%
34
-7
1895
$4.45K ﹤0.01%
177
+120
1896
$4.45K ﹤0.01%
232
1897
$4.44K ﹤0.01%
+85
1898
$4.44K ﹤0.01%
106
+6
1899
$4.42K ﹤0.01%
400
1900
$4.42K ﹤0.01%
592
+50
74 75
76
77 78