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
551
$55K ﹤0.01%
1,047
552
$53K ﹤0.01%
204
-645
553
$53K ﹤0.01%
1,700
554
$53K ﹤0.01%
1,427
-591
555
$52K ﹤0.01%
2,847
+764
556
$52K ﹤0.01%
1,090
-40
557
$51K ﹤0.01%
1,155
+441
558
$51K ﹤0.01%
448
+124
559
$51K ﹤0.01%
1,785
560
$51K ﹤0.01%
3,772
+43
561
$50K ﹤0.01%
552
562
$50K ﹤0.01%
680
-254
563
$49K ﹤0.01%
+832
564
$49K ﹤0.01%
2,304
565
$49K ﹤0.01%
+2,448
566
$49K ﹤0.01%
807
-68
567
$48K ﹤0.01%
+3,300
568
$47K ﹤0.01%
410
569
$47K ﹤0.01%
474
+346
570
$47K ﹤0.01%
657
+9
571
$46K ﹤0.01%
+2,800
572
$46K ﹤0.01%
803
573
$44K ﹤0.01%
2,639
574
$44K ﹤0.01%
351
575
$43K ﹤0.01%
3,578
21 22
23
24 25