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
1926
$4.14K ﹤0.01%
25
+3
1927
$4.08K ﹤0.01%
93
-105
1928
$4.07K ﹤0.01%
26
-8
1929
$4.07K ﹤0.01%
148
-32
1930
$4.07K ﹤0.01%
+47
1931
$4.06K ﹤0.01%
300
1932
$4.02K ﹤0.01%
47
-3
1933
$4.01K ﹤0.01%
96
1934
$4.01K ﹤0.01%
77
-13
1935
$4K ﹤0.01%
48
-48
1936
$3.99K ﹤0.01%
143
1937
$3.97K ﹤0.01%
95
1938
$3.97K ﹤0.01%
416
+116
1939
$3.97K ﹤0.01%
37
-13
1940
$3.96K ﹤0.01%
388
1941
$3.95K ﹤0.01%
22
-8
1942
$3.91K ﹤0.01%
866
1943
$3.91K ﹤0.01%
16
+10
1944
$3.9K ﹤0.01%
+86
1945
$3.9K ﹤0.01%
+150
1946
$3.88K ﹤0.01%
+352
1947
$3.88K ﹤0.01%
224
+218
1948
$3.87K ﹤0.01%
19
+1
1949
$3.87K ﹤0.01%
147
-222
1950
$3.87K ﹤0.01%
126
76 77
78
79 80