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
426
$551K 0.02%
2,873
+33
427
$544K 0.02%
37,790
-413
428
$542K 0.02%
9,503
-2,655
429
$541K 0.02%
11,097
+323
430
$537K 0.02%
2,748
+56
431
$536K 0.02%
5,798
-234
432
$534K 0.02%
4,802
+157
433
$532K 0.02%
24,006
+15,435
434
$531K 0.02%
594
+31
435
$528K 0.02%
2,463
+73
436
$528K 0.02%
3,182
+474
437
$525K 0.02%
4,829
+4,789
438
$525K 0.02%
3,396
+3,328
439
$523K 0.02%
10,300
+2,356
440
$517K 0.02%
7,102
-31
441
$517K 0.02%
5,195
-3,620
442
$516K 0.02%
5,544
-605
443
$513K 0.02%
+4,901
444
$510K 0.02%
2,891
-310
445
$507K 0.02%
17,409
+5,500
446
$506K 0.02%
7,540
+3
447
$502K 0.02%
3,355
+390
448
$502K 0.02%
31,904
449
$496K 0.02%
1,134
+64
450
$495K 0.02%
4,000
+492
16 17
18
19 20