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
626
$264K 0.01%
23,498
+88
627
$263K 0.01%
1,883
-22
628
$262K 0.01%
9,974
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$259K 0.01%
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630
$259K 0.01%
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631
$258K 0.01%
512
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$258K 0.01%
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$257K 0.01%
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634
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635
$252K 0.01%
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636
$252K 0.01%
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637
$251K 0.01%
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638
$251K 0.01%
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$250K 0.01%
19,557
-8,210
640
$249K 0.01%
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$248K 0.01%
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646
$247K 0.01%
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647
$246K 0.01%
4,260
-74
648
$245K 0.01%
3,719
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649
$245K 0.01%
+11,513
650
$245K 0.01%
5,359
-13,850
24 25
26
27 28