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
2326
$311 ﹤0.01%
84
2327
$310 ﹤0.01%
+9
2328
$308 ﹤0.01%
10
2329
$305 ﹤0.01%
5
2330
$296 ﹤0.01%
119
2331
$282 ﹤0.01%
+3
2332
$280 ﹤0.01%
250
2333
$265 ﹤0.01%
+10
2334
$264 ﹤0.01%
+2
2335
$262 ﹤0.01%
+179
2336
$260 ﹤0.01%
5
+2
2337
$258 ﹤0.01%
+9
2338
$254 ﹤0.01%
200
2339
$251 ﹤0.01%
+7
2340
$251 ﹤0.01%
+3
2341
$249 ﹤0.01%
198
+185
2342
$249 ﹤0.01%
8
-131
2343
$247 ﹤0.01%
24
2344
$241 ﹤0.01%
+190
2345
$237 ﹤0.01%
17
+1
2346
$237 ﹤0.01%
32
2347
$234 ﹤0.01%
+3
2348
$234 ﹤0.01%
+8
2349
$231 ﹤0.01%
111
2350
$231 ﹤0.01%
+4
92 93
94
95 96