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
426
$186K 0.02%
1,550
+715
427
$183K 0.02%
1,739
-106
428
$182K 0.02%
528
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429
$181K 0.01%
3,773
430
$180K 0.01%
1,458
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431
$180K 0.01%
4,946
-22
432
$180K 0.01%
1,710
-132
433
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2,336
+1,997
434
$175K 0.01%
2,426
-141
435
$173K 0.01%
1,691
-137
436
$169K 0.01%
+6,000
437
$168K 0.01%
6,154
+437
438
$164K 0.01%
6,033
+1,030
439
$161K 0.01%
+4,958
440
$159K 0.01%
3,750
+1,564
441
$159K 0.01%
331
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$159K 0.01%
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443
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+4,815
444
$146K 0.01%
978
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445
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3,091
+147
446
$143K 0.01%
1,395
+1,080
447
$142K 0.01%
6,564
448
$141K 0.01%
4,190
-60
449
$141K 0.01%
1,835
450
$141K 0.01%
4,728
-714
16 17
18
19 20