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
676
$19K ﹤0.01%
+754
677
$19K ﹤0.01%
+1,071
678
$19K ﹤0.01%
900
+300
679
$19K ﹤0.01%
+402
680
$19K ﹤0.01%
616
681
$19K ﹤0.01%
345
682
$19K ﹤0.01%
3,503
-1,599
683
$19K ﹤0.01%
+512
684
$19K ﹤0.01%
+407
685
$19K ﹤0.01%
+800
686
$19K ﹤0.01%
2,300
687
$19K ﹤0.01%
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688
$19K ﹤0.01%
+1,600
689
$18K ﹤0.01%
+3,000
690
$18K ﹤0.01%
632
-1,709
691
$18K ﹤0.01%
23
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$18K ﹤0.01%
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693
$18K ﹤0.01%
673
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694
$18K ﹤0.01%
500
695
$17K ﹤0.01%
218
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696
$17K ﹤0.01%
298
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697
$17K ﹤0.01%
499
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698
$17K ﹤0.01%
90
699
$17K ﹤0.01%
110
700
$17K ﹤0.01%
97
26 27
28
29 30