AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
576
$43K ﹤0.01%
+786
577
$42K ﹤0.01%
456
578
$42K ﹤0.01%
479
+372
579
$41K ﹤0.01%
1,055
-1,230
580
$41K ﹤0.01%
288
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581
$40K ﹤0.01%
103
+1
582
$40K ﹤0.01%
472
-157
583
$39K ﹤0.01%
750
584
$38K ﹤0.01%
1,200
585
$38K ﹤0.01%
579
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586
$37K ﹤0.01%
1,245
+27
587
$37K ﹤0.01%
336
-848
588
$37K ﹤0.01%
1,395
-2,013
589
$37K ﹤0.01%
330
+230
590
$37K ﹤0.01%
200
591
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168
592
$37K ﹤0.01%
527
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593
$36K ﹤0.01%
720
594
$35K ﹤0.01%
110
+2
595
$35K ﹤0.01%
2,074
+268
596
$35K ﹤0.01%
1,210
597
$35K ﹤0.01%
315
+3
598
$35K ﹤0.01%
100
599
$34K ﹤0.01%
1,485
600
$34K ﹤0.01%
568
+193
22 23
24
25 26