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
451
$141K 0.01%
886
+13
452
$139K 0.01%
1,258
+60
453
$139K 0.01%
2,459
454
$139K 0.01%
5,453
+74
455
$136K 0.01%
948
456
$135K 0.01%
3,187
-543
457
$135K 0.01%
4,983
+921
458
$134K 0.01%
316
459
$133K 0.01%
2,919
460
$131K 0.01%
1,234
-193
461
$129K 0.01%
+2,927
462
$129K 0.01%
3,455
+1,007
463
$126K 0.01%
2,355
464
$125K 0.01%
2,040
-1
465
$123K 0.01%
1,600
+70
466
$121K 0.01%
3,782
467
$120K 0.01%
+3,076
468
$120K 0.01%
3,356
-1,007
469
$119K 0.01%
737
-23
470
$119K 0.01%
2,121
+231
471
$118K 0.01%
3,090
-915
472
$116K 0.01%
+4,491
473
$114K 0.01%
1,500
+1,127
474
$113K 0.01%
+5,232
475
$112K 0.01%
5,630
17 18
19
20 21