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
$1.21B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$34.6M
3
+$27.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.1M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$11.6M

Top Sells

1
+$3.74M
2
+$2.26M
3
+$1.66M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.53M
5
UNP icon
Union Pacific
UNP
+$1.46M

Sector Composition

1 Financials 8.86%
2 Technology 6.75%
3 Healthcare 4.41%
4 Industrials 4.21%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$593K 0.05%
1,778
+1,761
277
$590K 0.05%
2,911
+473
278
$589K 0.05%
3,363
+1,210
279
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5,952
-44
280
$584K 0.05%
18,807
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281
$581K 0.05%
7,062
282
$581K 0.05%
25,836
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283
$580K 0.05%
22,560
284
$574K 0.05%
2,777
285
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7,502
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286
$564K 0.05%
3,397
+3,277
287
$564K 0.05%
23,752
288
$560K 0.05%
10,512
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289
$559K 0.05%
10,873
+10
290
$558K 0.05%
9,424
291
$555K 0.05%
6,380
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292
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293
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17,110
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294
$552K 0.05%
32,200
+11,100
295
$551K 0.05%
2,318
296
$548K 0.05%
42,014
+1,995
297
$547K 0.05%
+7,415
298
$542K 0.04%
2,649
+444
299
$541K 0.04%
9,890
-1,226
300
$541K 0.04%
3,076
10 11
12
13 14