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
276
$1.07M 0.04%
13,302
277
$1.05M 0.04%
2,680
+60
278
$1.04M 0.04%
11,852
+108
279
$1.04M 0.04%
19,363
-1,425
280
$1.04M 0.04%
8,349
-1,686
281
$1.04M 0.04%
9,022
+1,033
282
$1.04M 0.04%
4,637
+1
283
$1.02M 0.04%
7,700
284
$1.01M 0.04%
7,668
-82
285
$1.01M 0.04%
12,674
286
$994K 0.04%
7,613
+3,514
287
$985K 0.04%
4,767
-351
288
$984K 0.04%
8,126
+103
289
$980K 0.04%
8,134
+114
290
$980K 0.04%
8,186
-1,567
291
$979K 0.04%
24,515
+7,104
292
$977K 0.04%
24,095
293
$977K 0.04%
60,868
+19,045
294
$975K 0.04%
11,632
+436
295
$970K 0.04%
308
296
$969K 0.04%
922
+1
297
$950K 0.04%
9,579
-810
298
$939K 0.04%
4,724
299
$936K 0.04%
20,000
300
$934K 0.04%
15,761
-2,465
10 11
12
13 14