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
251
$1.21M 0.05%
9,216
-306
252
$1.2M 0.05%
3,726
+18
253
$1.2M 0.05%
11,885
-1,800
254
$1.2M 0.05%
2,995
+86
255
$1.19M 0.05%
112,636
256
$1.19M 0.05%
99,136
+7,867
257
$1.18M 0.05%
2,533
+113
258
$1.18M 0.05%
1,413
-23
259
$1.18M 0.05%
4,317
+500
260
$1.16M 0.05%
8,357
+9
261
$1.16M 0.05%
13,257
-3,741
262
$1.15M 0.05%
9,501
+36
263
$1.12M 0.04%
40,918
-5,362
264
$1.12M 0.04%
35,800
+8,400
265
$1.11M 0.04%
7,350
-97
266
$1.1M 0.04%
5,838
-53
267
$1.1M 0.04%
13,614
268
$1.09M 0.04%
13,767
+218
269
$1.09M 0.04%
2,792
-5
270
$1.09M 0.04%
11,500
-1,500
271
$1.08M 0.04%
29,786
-61,033
272
$1.08M 0.04%
7,672
-1,019
273
$1.08M 0.04%
8,519
-291
274
$1.07M 0.04%
12,142
-2,096
275
$1.07M 0.04%
23,953
-21,497
9 10
11
12 13