AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
2001
$3.23K ﹤0.01%
44
2002
$3.21K ﹤0.01%
1,738
2003
$3.19K ﹤0.01%
35
2004
$3.19K ﹤0.01%
+80
2005
$3.18K ﹤0.01%
134
2006
$3.17K ﹤0.01%
+132
2007
$3.17K ﹤0.01%
+40
2008
$3.17K ﹤0.01%
32
+27
2009
$3.15K ﹤0.01%
8
-23
2010
$3.15K ﹤0.01%
1,477
2011
$3.14K ﹤0.01%
93
+5
2012
$3.14K ﹤0.01%
117
2013
$3.14K ﹤0.01%
157
+99
2014
$3.12K ﹤0.01%
44
+32
2015
$3.12K ﹤0.01%
538
2016
$3.1K ﹤0.01%
65
2017
$3.08K ﹤0.01%
262
2018
$3.08K ﹤0.01%
89
+55
2019
$3.08K ﹤0.01%
+96
2020
$3.07K ﹤0.01%
625
2021
$3.05K ﹤0.01%
+86
2022
$3.05K ﹤0.01%
+35
2023
$3.03K ﹤0.01%
288
+94
2024
$3.02K ﹤0.01%
28
-13
2025
$3.02K ﹤0.01%
187
-46
79 80
81
82 83