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
2401
$110 ﹤0.01%
20
2402
$107 ﹤0.01%
5
2403
$106 ﹤0.01%
25
2404
$106 ﹤0.01%
+9
2405
$103 ﹤0.01%
6
2406
$100 ﹤0.01%
100
2407
$100 ﹤0.01%
100
2408
$100 ﹤0.01%
100
2409
$100 ﹤0.01%
100
2410
$100 ﹤0.01%
100
2411
$100 ﹤0.01%
100
2412
$99 ﹤0.01%
11
+5
2413
$95 ﹤0.01%
+22
2414
$93 ﹤0.01%
+12
2415
$90 ﹤0.01%
2
2416
$81 ﹤0.01%
51
2417
$78 ﹤0.01%
7
2418
$77 ﹤0.01%
2
2419
$75 ﹤0.01%
+57
2420
$75 ﹤0.01%
1
2421
$68 ﹤0.01%
1
2422
$62 ﹤0.01%
1
2423
$61 ﹤0.01%
2
2424
$57 ﹤0.01%
+20
2425
$56 ﹤0.01%
+15
95 96
97
98 99