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
451
$492K 0.02%
29,027
-4,225
452
$489K 0.02%
10,350
+10,000
453
$488K 0.02%
1,174
+63
454
$488K 0.02%
1,049
+1,035
455
$486K 0.02%
1,886
456
$484K 0.02%
8,520
+26
457
$483K 0.02%
22,919
+12,354
458
$479K 0.02%
6,418
+3,280
459
$477K 0.02%
5,089
-1,505
460
$477K 0.02%
9,241
+1,299
461
$476K 0.02%
11,764
462
$474K 0.02%
8,923
+961
463
$471K 0.02%
10,000
-5,390
464
$470K 0.02%
8,797
+248
465
$470K 0.02%
3,229
+2,629
466
$467K 0.02%
6,973
467
$466K 0.02%
3,333
+1
468
$463K 0.02%
9,446
-2,460
469
$462K 0.02%
1,028
470
$461K 0.02%
1,186
+183
471
$461K 0.02%
9,775
+46
472
$461K 0.02%
4,171
-1,117
473
$459K 0.02%
8,383
+19
474
$459K 0.02%
19,974
+3,597
475
$458K 0.02%
3,515
+38
17 18
19
20 21