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
2276
$553 ﹤0.01%
6
2277
$542 ﹤0.01%
8
2278
$527 ﹤0.01%
50
2279
$518 ﹤0.01%
4
-3
2280
$513 ﹤0.01%
+45
2281
$513 ﹤0.01%
285
2282
$511 ﹤0.01%
3
2283
$511 ﹤0.01%
+17
2284
$505 ﹤0.01%
+50
2285
$491 ﹤0.01%
4
-4,324
2286
$481 ﹤0.01%
10
2287
$474 ﹤0.01%
13
2288
$470 ﹤0.01%
6
2289
$468 ﹤0.01%
65
-143
2290
$467 ﹤0.01%
26
2291
$465 ﹤0.01%
3
-7
2292
$464 ﹤0.01%
15
2293
$464 ﹤0.01%
1
2294
$463 ﹤0.01%
9
2295
$459 ﹤0.01%
19
2296
$451 ﹤0.01%
+2
2297
$448 ﹤0.01%
+6
2298
$447 ﹤0.01%
+4
2299
$446 ﹤0.01%
76
2300
$445 ﹤0.01%
5
90 91
92
93 94