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
651
$245K 0.01%
1,172
+861
652
$244K 0.01%
+1,208
653
$242K 0.01%
4,400
-300
654
$241K 0.01%
3,004
+78
655
$240K 0.01%
2,629
+23
656
$239K 0.01%
+9,088
657
$239K 0.01%
1,592
-96
658
$238K 0.01%
+9,274
659
$237K 0.01%
503
+4
660
$235K 0.01%
5,790
+4,218
661
$234K 0.01%
+9,500
662
$233K 0.01%
1,153
-25
663
$232K 0.01%
450
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664
$231K 0.01%
21,822
+4,239
665
$229K 0.01%
995
-57
666
$224K 0.01%
11,595
-270
667
$222K 0.01%
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-123
668
$222K 0.01%
6,960
669
$220K 0.01%
35,258
+7,027
670
$218K 0.01%
6,441
+19
671
$217K 0.01%
13,466
672
$217K 0.01%
7,012
-4
673
$216K 0.01%
3,073
674
$215K 0.01%
4,508
+7
675
$214K 0.01%
+2,000
25 26
27
28 29