AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23M
3
+$19.8M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$19.2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6M

Top Sells

1
+$20M
2
+$11.5M
3
+$7.85M
4
AAPL icon
Apple
AAPL
+$6.48M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.27M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.05%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$2.47K ﹤0.01%
30
-341
1902
$2.47K ﹤0.01%
10
1903
$2.45K ﹤0.01%
232
+228
1904
$2.43K ﹤0.01%
173
+131
1905
$2.42K ﹤0.01%
236
1906
$2.42K ﹤0.01%
+323
1907
$2.42K ﹤0.01%
+130
1908
$2.42K ﹤0.01%
268
-162
1909
$2.42K ﹤0.01%
84
+9
1910
$2.4K ﹤0.01%
182
-1,400
1911
$2.4K ﹤0.01%
94
-8
1912
$2.39K ﹤0.01%
31
-399
1913
$2.39K ﹤0.01%
153
-88
1914
$2.39K ﹤0.01%
+42
1915
$2.36K ﹤0.01%
+766
1916
$2.32K ﹤0.01%
86
-134
1917
$2.31K ﹤0.01%
157
-8
1918
$2.31K ﹤0.01%
60
-1
1919
$2.31K ﹤0.01%
37
-2,751
1920
$2.3K ﹤0.01%
110
-69
1921
$2.29K ﹤0.01%
22
1922
$2.29K ﹤0.01%
54
1923
$2.25K ﹤0.01%
225
-33
1924
$2.24K ﹤0.01%
27
-300
1925
$2.21K ﹤0.01%
18
-7
75 76
77
78 79