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
526
$376K 0.02%
3,703
+10
527
$376K 0.02%
16,415
528
$376K 0.02%
3,193
+5
529
$372K 0.01%
9,515
+1,293
530
$371K 0.01%
1,374
+30
531
$371K 0.01%
4,158
532
$370K 0.01%
2,063
-371
533
$368K 0.01%
6,111
534
$366K 0.01%
9,728
+3,099
535
$365K 0.01%
1,224
+41
536
$365K 0.01%
5,042
-13,882
537
$364K 0.01%
21,712
-3,189
538
$363K 0.01%
3,871
+472
539
$362K 0.01%
17,672
+4,354
540
$361K 0.01%
+6,899
541
$359K 0.01%
2,062
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542
$356K 0.01%
13,556
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543
$355K 0.01%
30,093
-1,713
544
$355K 0.01%
173
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545
$354K 0.01%
9,597
-5
546
$353K 0.01%
5,733
+34
547
$352K 0.01%
8,375
-6,926
548
$350K 0.01%
7,413
-873
549
$349K 0.01%
2,361
+1,025
550
$349K 0.01%
5,468
20 21
22
23 24