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
2101
$2.15K ﹤0.01%
40
+22
2102
$2.15K ﹤0.01%
64
-46
2103
$2.11K ﹤0.01%
77
2104
$2.11K ﹤0.01%
25
+22
2105
$2.1K ﹤0.01%
+29
2106
$2.1K ﹤0.01%
24
+7
2107
$2.09K ﹤0.01%
+22
2108
$2.08K ﹤0.01%
37
-11
2109
$2.08K ﹤0.01%
700
+400
2110
$2.08K ﹤0.01%
+363
2111
$2.07K ﹤0.01%
23
2112
$2.06K ﹤0.01%
57
2113
$2.06K ﹤0.01%
+65
2114
$2.05K ﹤0.01%
123
+31
2115
$2.04K ﹤0.01%
23
2116
$2.01K ﹤0.01%
132
-3
2117
$1.98K ﹤0.01%
+105
2118
$1.97K ﹤0.01%
30
2119
$1.97K ﹤0.01%
21
-346
2120
$1.95K ﹤0.01%
84
2121
$1.93K ﹤0.01%
26
-1
2122
$1.92K ﹤0.01%
61
2123
$1.89K ﹤0.01%
+86
2124
$1.88K ﹤0.01%
7
2125
$1.88K ﹤0.01%
+71
83 84
85
86 87