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
1976
$3.6K ﹤0.01%
70
-14
1977
$3.58K ﹤0.01%
169
-7
1978
$3.57K ﹤0.01%
141
1979
$3.57K ﹤0.01%
180
+48
1980
$3.57K ﹤0.01%
314
1981
$3.56K ﹤0.01%
118
1982
$3.55K ﹤0.01%
37
1983
$3.54K ﹤0.01%
+70
1984
$3.53K ﹤0.01%
61
-8
1985
$3.52K ﹤0.01%
202
-21
1986
$3.49K ﹤0.01%
12
-4
1987
$3.49K ﹤0.01%
+43
1988
$3.47K ﹤0.01%
606
1989
$3.44K ﹤0.01%
88
1990
$3.37K ﹤0.01%
+48
1991
$3.32K ﹤0.01%
15
1992
$3.32K ﹤0.01%
113
-38
1993
$3.32K ﹤0.01%
382
+314
1994
$3.31K ﹤0.01%
13
+8
1995
$3.3K ﹤0.01%
143
1996
$3.3K ﹤0.01%
90
1997
$3.26K ﹤0.01%
409
+151
1998
$3.25K ﹤0.01%
129
1999
$3.24K ﹤0.01%
252
+222
2000
$3.23K ﹤0.01%
170
78 79
80
81 82