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
1901
$4.42K ﹤0.01%
259
1902
$4.41K ﹤0.01%
26
+1
1903
$4.4K ﹤0.01%
1,113
1904
$4.39K ﹤0.01%
99
1905
$4.38K ﹤0.01%
+66
1906
$4.37K ﹤0.01%
+33
1907
$4.36K ﹤0.01%
119
-15
1908
$4.35K ﹤0.01%
44
+5
1909
$4.35K ﹤0.01%
10
-4
1910
$4.32K ﹤0.01%
35
-45
1911
$4.32K ﹤0.01%
682
+422
1912
$4.3K ﹤0.01%
39
1913
$4.28K ﹤0.01%
200
1914
$4.27K ﹤0.01%
268
1915
$4.25K ﹤0.01%
25
1916
$4.24K ﹤0.01%
180
1917
$4.24K ﹤0.01%
400
1918
$4.24K ﹤0.01%
57
+9
1919
$4.23K ﹤0.01%
50
1920
$4.21K ﹤0.01%
+235
1921
$4.21K ﹤0.01%
300
1922
$4.2K ﹤0.01%
+500
1923
$4.2K ﹤0.01%
+42
1924
$4.16K ﹤0.01%
15
-5
1925
$4.16K ﹤0.01%
+126
75 76
77
78 79