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
2351
$226 ﹤0.01%
1
-8
2352
$225 ﹤0.01%
+2
2353
$223 ﹤0.01%
+6
2354
$222 ﹤0.01%
+2
2355
$221 ﹤0.01%
16
-131
2356
$207 ﹤0.01%
+2
2357
$207 ﹤0.01%
2
+1
2358
$206 ﹤0.01%
3
+1
2359
$204 ﹤0.01%
1
-3
2360
$204 ﹤0.01%
+2
2361
$204 ﹤0.01%
63
2362
$202 ﹤0.01%
33
-12
2363
$200 ﹤0.01%
+4
2364
$200 ﹤0.01%
+1
2365
$199 ﹤0.01%
23
2366
$198 ﹤0.01%
2
2367
$197 ﹤0.01%
1
-1
2368
$193 ﹤0.01%
5
-82
2369
$190 ﹤0.01%
+21
2370
$189 ﹤0.01%
2
+1
2371
$188 ﹤0.01%
+3
2372
$186 ﹤0.01%
+1
2373
$184 ﹤0.01%
+2
2374
$183 ﹤0.01%
12
-50
2375
$182 ﹤0.01%
2
+1
93 94
95
96 97