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
626
$26K ﹤0.01%
989
+8
627
$26K ﹤0.01%
1,740
+250
628
$25K ﹤0.01%
+252
629
$25K ﹤0.01%
100
+15
630
$25K ﹤0.01%
923
+1
631
$25K ﹤0.01%
1,200
632
$25K ﹤0.01%
494
+2
633
$25K ﹤0.01%
351
634
$25K ﹤0.01%
3,300
635
$25K ﹤0.01%
150
+25
636
$25K ﹤0.01%
156
+4
637
$25K ﹤0.01%
1,115
638
$24K ﹤0.01%
468
+342
639
$24K ﹤0.01%
143
+1
640
$24K ﹤0.01%
105
641
$24K ﹤0.01%
50
642
$24K ﹤0.01%
83
-33
643
$24K ﹤0.01%
1,783
-7
644
$23K ﹤0.01%
257
+30
645
$23K ﹤0.01%
673
+4
646
$23K ﹤0.01%
+170
647
$23K ﹤0.01%
900
+300
648
$22K ﹤0.01%
105
+75
649
$22K ﹤0.01%
67
650
$22K ﹤0.01%
1,034
+2
24 25
26
27 28