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
551
$347K 0.01%
6,857
-1,116
552
$346K 0.01%
2,256
+27
553
$342K 0.01%
2,100
+10
554
$339K 0.01%
7,128
-4,244
555
$336K 0.01%
3,085
+1,487
556
$335K 0.01%
2,207
+720
557
$334K 0.01%
999
+32
558
$332K 0.01%
2,437
-462
559
$332K 0.01%
4,574
+4,487
560
$330K 0.01%
1,914
+350
561
$327K 0.01%
4,473
+131
562
$326K 0.01%
18,757
-2,383
563
$325K 0.01%
13,954
+4,728
564
$322K 0.01%
5,176
+5
565
$321K 0.01%
17,797
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566
$320K 0.01%
4,452
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$320K 0.01%
2,924
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568
$319K 0.01%
12,333
-8,000
569
$317K 0.01%
8,525
+1,970
570
$317K 0.01%
4,454
571
$316K 0.01%
5,009
+97
572
$316K 0.01%
1,644
+48
573
$314K 0.01%
4,845
+2,913
574
$311K 0.01%
11,697
+35
575
$311K 0.01%
1,571
-664
21 22
23
24 25