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
2026
$3.02K ﹤0.01%
62
2027
$3.02K ﹤0.01%
+384
2028
$3.01K ﹤0.01%
147
2029
$3.01K ﹤0.01%
278
-266
2030
$3K ﹤0.01%
111
-6
2031
$3K ﹤0.01%
33
-22
2032
$3K ﹤0.01%
+22
2033
$2.96K ﹤0.01%
5
-1
2034
$2.95K ﹤0.01%
+41
2035
$2.94K ﹤0.01%
218
-841
2036
$2.93K ﹤0.01%
76
-100
2037
$2.9K ﹤0.01%
32
+5
2038
$2.89K ﹤0.01%
+47
2039
$2.89K ﹤0.01%
162
+145
2040
$2.89K ﹤0.01%
62
+14
2041
$2.87K ﹤0.01%
80
2042
$2.85K ﹤0.01%
190
+37
2043
$2.83K ﹤0.01%
97
-1,951
2044
$2.82K ﹤0.01%
500
2045
$2.81K ﹤0.01%
54
2046
$2.8K ﹤0.01%
8
+7
2047
$2.79K ﹤0.01%
141
+71
2048
$2.77K ﹤0.01%
+100
2049
$2.77K ﹤0.01%
+144
2050
$2.76K ﹤0.01%
68
80 81
82
83 84