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
501
$413K 0.02%
1,875
-269
502
$413K 0.02%
11,501
+1,898
503
$411K 0.02%
8,145
-2,953
504
$411K 0.02%
5,000
-2
505
$409K 0.02%
3,030
+1,029
506
$409K 0.02%
870
-4
507
$409K 0.02%
789
+178
508
$408K 0.02%
18,938
-613
509
$407K 0.02%
11,790
+293
510
$403K 0.02%
54,800
511
$400K 0.02%
1,936
+25
512
$399K 0.02%
11,944
-4,556
513
$397K 0.02%
5,375
+106
514
$395K 0.02%
6,618
-33
515
$395K 0.02%
10,664
516
$394K 0.02%
23,590
+4,171
517
$394K 0.02%
26,080
518
$392K 0.02%
16,243
+197
519
$390K 0.02%
13,049
-311
520
$389K 0.02%
8,364
-100
521
$388K 0.02%
23,647
+3,433
522
$385K 0.02%
15,748
+106
523
$381K 0.02%
17,614
+4,844
524
$379K 0.02%
37,207
+2,517
525
$377K 0.02%
2,137
-1,223
19 20
21
22 23