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
301
$930K 0.04%
36,760
+198
302
$929K 0.04%
3,072
+10
303
$926K 0.04%
27,312
+113
304
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23,904
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305
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29,108
+15,750
306
$912K 0.04%
6,042
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307
$907K 0.04%
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-8,218
308
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25,664
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309
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28,215
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310
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9,163
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311
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13,230
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312
$893K 0.04%
9,061
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313
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11,444
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314
$884K 0.04%
9,616
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315
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316
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10,411
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319
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14,816
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320
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20,883
-1,231
321
$866K 0.03%
3,163
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322
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5,035
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323
$860K 0.03%
2,594
-19
324
$845K 0.03%
7,671
+7
325
$842K 0.03%
9,713
+137
11 12
13
14 15