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
2051
$2.73K ﹤0.01%
28
+5
2052
$2.72K ﹤0.01%
256
+71
2053
$2.71K ﹤0.01%
1,499
+1,262
2054
$2.69K ﹤0.01%
146
2055
$2.66K ﹤0.01%
+197
2056
$2.66K ﹤0.01%
22
-1,516
2057
$2.65K ﹤0.01%
+28
2058
$2.65K ﹤0.01%
20
-194
2059
$2.64K ﹤0.01%
125
-486
2060
$2.62K ﹤0.01%
+171
2061
$2.62K ﹤0.01%
+61
2062
$2.61K ﹤0.01%
+11
2063
$2.6K ﹤0.01%
648
-89
2064
$2.6K ﹤0.01%
7
+5
2065
$2.6K ﹤0.01%
36
-39
2066
$2.59K ﹤0.01%
+26
2067
$2.57K ﹤0.01%
77
-6
2068
$2.56K ﹤0.01%
+500
2069
$2.56K ﹤0.01%
75
-75
2070
$2.55K ﹤0.01%
+21
2071
$2.55K ﹤0.01%
50
-18
2072
$2.54K ﹤0.01%
195
-146
2073
$2.54K ﹤0.01%
51
2074
$2.54K ﹤0.01%
+23
2075
$2.53K ﹤0.01%
15
81 82
83
84 85