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
376
$676K 0.03%
10,658
-1,413
377
$676K 0.03%
2,578
-13
378
$674K 0.03%
47,598
+9,403
379
$674K 0.03%
5,074
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380
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4,316
-155
381
$672K 0.03%
51,265
+10,385
382
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2,374
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383
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1,644
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384
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385
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10,856
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386
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4,902
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388
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389
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6,591
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390
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3,023
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395
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2,637
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396
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5,288
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397
$626K 0.02%
8,907
-2
398
$625K 0.02%
49,684
-39,460
399
$625K 0.02%
12,764
-987
400
$622K 0.02%
5,664
-238
14 15
16
17 18