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
2076
$2.51K ﹤0.01%
171
2077
$2.5K ﹤0.01%
257
-353
2078
$2.5K ﹤0.01%
+24
2079
$2.49K ﹤0.01%
250
2080
$2.44K ﹤0.01%
33
-17
2081
$2.44K ﹤0.01%
+520
2082
$2.42K ﹤0.01%
392
+39
2083
$2.4K ﹤0.01%
167
+151
2084
$2.39K ﹤0.01%
16
+6
2085
$2.39K ﹤0.01%
236
2086
$2.36K ﹤0.01%
+64
2087
$2.34K ﹤0.01%
100
-10
2088
$2.34K ﹤0.01%
10
-136
2089
$2.33K ﹤0.01%
60
2090
$2.33K ﹤0.01%
+479
2091
$2.28K ﹤0.01%
247
+209
2092
$2.28K ﹤0.01%
+70
2093
$2.27K ﹤0.01%
+65
2094
$2.26K ﹤0.01%
+224
2095
$2.26K ﹤0.01%
290
2096
$2.24K ﹤0.01%
+272
2097
$2.22K ﹤0.01%
183
+30
2098
$2.19K ﹤0.01%
50
-670
2099
$2.18K ﹤0.01%
34
2100
$2.15K ﹤0.01%
64
82 83
84
85 86