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
376
$306K 0.03%
2,605
-563
377
$301K 0.02%
6,245
+32
378
$299K 0.02%
1,643
-91
379
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380
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3,015
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382
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383
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384
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2,399
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385
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2,818
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386
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387
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388
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389
$273K 0.02%
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390
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2,309
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395
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4,343
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396
$256K 0.02%
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397
$256K 0.02%
8,577
398
$250K 0.02%
+2,822
399
$248K 0.02%
9,708
400
$244K 0.02%
4,732
14 15
16
17 18