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
2176
$1.27K ﹤0.01%
15
+7
2177
$1.25K ﹤0.01%
213
2178
$1.25K ﹤0.01%
240
2179
$1.23K ﹤0.01%
245
2180
$1.23K ﹤0.01%
23
2181
$1.22K ﹤0.01%
185
+11
2182
$1.21K ﹤0.01%
18
+8
2183
$1.21K ﹤0.01%
7
2184
$1.21K ﹤0.01%
69
2185
$1.19K ﹤0.01%
55
2186
$1.18K ﹤0.01%
+30
2187
$1.17K ﹤0.01%
32
2188
$1.16K ﹤0.01%
122
2189
$1.14K ﹤0.01%
4
2190
$1.13K ﹤0.01%
16
-10
2191
$1.12K ﹤0.01%
23
+5
2192
$1.11K ﹤0.01%
6
-4
2193
$1.1K ﹤0.01%
23
+12
2194
$1.06K ﹤0.01%
100
2195
$1.06K ﹤0.01%
300
2196
$1.05K ﹤0.01%
249
+48
2197
$1.04K ﹤0.01%
750
2198
$1K ﹤0.01%
9
-395
2199
$967 ﹤0.01%
12
2200
$963 ﹤0.01%
35
86 87
88
89 90