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
401
$239K 0.02%
2,435
-253
402
$239K 0.02%
3,005
+1,000
403
$235K 0.02%
3,856
+1,689
404
$233K 0.02%
1,110
-97
405
$232K 0.02%
1,211
+226
406
$230K 0.02%
6,258
-398
407
$227K 0.02%
4,522
408
$224K 0.02%
804
-48
409
$222K 0.02%
5,579
-341
410
$222K 0.02%
4,739
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411
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527
-25
412
$216K 0.02%
3,421
-1,110
413
$216K 0.02%
10,266
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414
$210K 0.02%
4,440
+3,628
415
$206K 0.02%
7,030
-494
416
$202K 0.02%
3,218
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417
$201K 0.02%
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418
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5,108
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419
$200K 0.02%
1,281
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420
$197K 0.02%
7,650
421
$196K 0.02%
1,616
+1,597
422
$194K 0.02%
1,636
-351
423
$193K 0.02%
4,244
-126
424
$191K 0.02%
3,288
425
$190K 0.02%
6,960
15 16
17
18 19