AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
651
$22K ﹤0.01%
1,034
+2
652
$22K ﹤0.01%
+402
653
$22K ﹤0.01%
354
654
$22K ﹤0.01%
416
-57
655
$22K ﹤0.01%
138
+2
656
$21K ﹤0.01%
+814
657
$21K ﹤0.01%
152
+2
658
$21K ﹤0.01%
435
659
$21K ﹤0.01%
573
660
$21K ﹤0.01%
238
+187
661
$21K ﹤0.01%
+845
662
$21K ﹤0.01%
1,002
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663
$20K ﹤0.01%
427
664
$20K ﹤0.01%
+621
665
$20K ﹤0.01%
+184
666
$20K ﹤0.01%
253
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667
$20K ﹤0.01%
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668
$20K ﹤0.01%
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$20K ﹤0.01%
390
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670
$20K ﹤0.01%
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671
$19K ﹤0.01%
+1,500
672
$19K ﹤0.01%
2,000
673
$19K ﹤0.01%
+650
674
$19K ﹤0.01%
+1,200
675
$19K ﹤0.01%
560
25 26
27
28 29