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
2376
$181 ﹤0.01%
10
2377
$180 ﹤0.01%
10
-8
2378
$180 ﹤0.01%
+1
2379
$179 ﹤0.01%
+42
2380
$178 ﹤0.01%
24
2381
$170 ﹤0.01%
+2
2382
$169 ﹤0.01%
+2
2383
$166 ﹤0.01%
100
2384
$164 ﹤0.01%
60
2385
$159 ﹤0.01%
8
2386
$158 ﹤0.01%
+13
2387
$156 ﹤0.01%
+1
2388
$154 ﹤0.01%
1
-36
2389
$152 ﹤0.01%
15
+1
2390
$150 ﹤0.01%
300
2391
$150 ﹤0.01%
7
2392
$142 ﹤0.01%
1
-36
2393
$142 ﹤0.01%
+2
2394
$140 ﹤0.01%
3
2395
$139 ﹤0.01%
20
2396
$126 ﹤0.01%
40
2397
$123 ﹤0.01%
3
2398
$121 ﹤0.01%
91
2399
$115 ﹤0.01%
1
-24
2400
$114 ﹤0.01%
50
94 95
96
97 98