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
2151
$1.58K ﹤0.01%
+20
2152
$1.58K ﹤0.01%
20
-137
2153
$1.57K ﹤0.01%
225
2154
$1.56K ﹤0.01%
+59
2155
$1.54K ﹤0.01%
154
2156
$1.54K ﹤0.01%
23
+17
2157
$1.51K ﹤0.01%
20
-14
2158
$1.5K ﹤0.01%
15
2159
$1.49K ﹤0.01%
+127
2160
$1.48K ﹤0.01%
+28
2161
$1.47K ﹤0.01%
210
2162
$1.47K ﹤0.01%
584
+284
2163
$1.44K ﹤0.01%
17
+13
2164
$1.44K ﹤0.01%
813
2165
$1.41K ﹤0.01%
+34
2166
$1.4K ﹤0.01%
+61
2167
$1.38K ﹤0.01%
123
+45
2168
$1.38K ﹤0.01%
+24
2169
$1.36K ﹤0.01%
28
2170
$1.35K ﹤0.01%
+90
2171
$1.35K ﹤0.01%
4
-1
2172
$1.33K ﹤0.01%
500
2173
$1.33K ﹤0.01%
+18
2174
$1.31K ﹤0.01%
+20
2175
$1.27K ﹤0.01%
39
-6
85 86
87
88 89