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
476
$457K 0.02%
5,888
+16
477
$454K 0.02%
2,034
+8
478
$451K 0.02%
6,053
+42
479
$448K 0.02%
5,953
-437
480
$444K 0.02%
16,575
-1,275
481
$444K 0.02%
7,822
+26
482
$443K 0.02%
5,752
-822
483
$440K 0.02%
4,273
+117
484
$438K 0.02%
21,312
+5,579
485
$438K 0.02%
5,265
+479
486
$438K 0.02%
19,814
487
$437K 0.02%
61,577
488
$434K 0.02%
12,878
-8
489
$431K 0.02%
3,033
-55
490
$431K 0.02%
4,390
-8,488
491
$430K 0.02%
7,898
+232
492
$427K 0.02%
808
-226
493
$427K 0.02%
29,614
+400
494
$425K 0.02%
18,112
-1,068
495
$424K 0.02%
11,282
-1,025
496
$423K 0.02%
9,188
+40
497
$418K 0.02%
1,712
498
$417K 0.02%
6,397
499
$416K 0.02%
9,099
+51
500
$414K 0.02%
4,675
+1,130
18 19
20
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