Ownership history in Avior Wealth Management, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in AVANTIS U.S. SMALL CAP VALUE ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avior Wealth Management, LLC underperformed the S&P 500 by β5.9% annually on this AVUV position. Timing score: 40% (2/5 decisions correct). Average cost basis: $91.60. Maximum drawdown during holding period: β9.4%.
β Significantly underperformed the S&P 500 by 5.9% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $85.82 (2025 Q1) Β· Worst: $94.68 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Avior Wealth Management, LLC has been actively increasing its AVUV allocation β a bullish signal from insiders.
Currently 0.93% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.