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
1951
$3.86K ﹤0.01%
18
-5
1952
$3.86K ﹤0.01%
152
-65
1953
$3.82K ﹤0.01%
248
-76
1954
$3.81K ﹤0.01%
23
1955
$3.8K ﹤0.01%
115
1956
$3.8K ﹤0.01%
+500
1957
$3.79K ﹤0.01%
53
-7
1958
$3.79K ﹤0.01%
200
1959
$3.79K ﹤0.01%
27
1960
$3.78K ﹤0.01%
+41
1961
$3.78K ﹤0.01%
30
1962
$3.78K ﹤0.01%
30
+24
1963
$3.77K ﹤0.01%
311
-850
1964
$3.75K ﹤0.01%
200
1965
$3.75K ﹤0.01%
138
-35
1966
$3.75K ﹤0.01%
+106
1967
$3.71K ﹤0.01%
533
+135
1968
$3.7K ﹤0.01%
+313
1969
$3.66K ﹤0.01%
1,357
1970
$3.66K ﹤0.01%
18
+8
1971
$3.65K ﹤0.01%
32
-5
1972
$3.62K ﹤0.01%
66
1973
$3.61K ﹤0.01%
+305
1974
$3.6K ﹤0.01%
1,325
1975
$3.6K ﹤0.01%
285
77 78
79
80 81