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
2426
$56 ﹤0.01%
200
2427
0
2428
$52 ﹤0.01%
+6
2429
$51 ﹤0.01%
7
2430
$44 ﹤0.01%
3
2431
$40 ﹤0.01%
1
2432
$36 ﹤0.01%
+1
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$31 ﹤0.01%
2
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$26 ﹤0.01%
1
2435
$24 ﹤0.01%
3
2436
$23 ﹤0.01%
13
2437
$21 ﹤0.01%
+1
2438
$21 ﹤0.01%
+2
2439
$19 ﹤0.01%
16
2440
$18 ﹤0.01%
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2441
$18 ﹤0.01%
1
2442
$17 ﹤0.01%
3
2443
$17 ﹤0.01%
1
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$16 ﹤0.01%
10
2445
$15 ﹤0.01%
+10
2446
$12 ﹤0.01%
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2447
$11 ﹤0.01%
3
2448
$11 ﹤0.01%
10
2449
$8 ﹤0.01%
1
2450
$7 ﹤0.01%
1