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
$2.51B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,455
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$7.36M
3
+$6.79M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$6.27M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.57M

Top Sells

1
+$7.18M
2
+$6.44M
3
+$5.56M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.65M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.34M

Sector Composition

1 Technology 6.74%
2 Financials 5.9%
3 Healthcare 3.14%
4 Industrials 3.01%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.36M 0.05%
15,085
-732
227
$1.35M 0.05%
6,004
+2,398
228
$1.34M 0.05%
9,796
-208
229
$1.33M 0.05%
40,062
-4,700
230
$1.33M 0.05%
16,408
-296
231
$1.32M 0.05%
57,485
+6,010
232
$1.32M 0.05%
4,803
+17
233
$1.31M 0.05%
4,928
234
$1.3M 0.05%
13,375
-881
235
$1.3M 0.05%
11,269
-9
236
$1.29M 0.05%
10,895
+7
237
$1.28M 0.05%
12,391
+8
238
$1.28M 0.05%
65,252
+7,103
239
$1.27M 0.05%
4,248
240
$1.26M 0.05%
28,176
-814
241
$1.26M 0.05%
12,115
+1,201
242
$1.25M 0.05%
21,145
+296
243
$1.24M 0.05%
4,314
-8
244
$1.24M 0.05%
23,779
+1,519
245
$1.24M 0.05%
5,053
-600
246
$1.24M 0.05%
9,416
247
$1.23M 0.05%
13,711
-531
248
$1.23M 0.05%
8,212
+240
249
$1.22M 0.05%
11,108
+1
250
$1.22M 0.05%
7,748
-948
8 9
10
11 12