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
676
$214K 0.01%
992
+2
677
$212K 0.01%
1,930
+1,266
678
$212K 0.01%
707
679
$212K 0.01%
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680
$212K 0.01%
1,844
+539
681
$211K 0.01%
3,999
+1,454
682
$208K 0.01%
6,021
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683
$204K 0.01%
48,000
684
$204K 0.01%
16,989
-19
685
$204K 0.01%
4,076
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686
$203K 0.01%
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687
$203K 0.01%
1,866
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688
$203K 0.01%
451
-50
689
$203K 0.01%
1,570
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690
$202K 0.01%
19,647
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691
$201K 0.01%
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$201K 0.01%
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693
$200K 0.01%
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694
$199K 0.01%
1,419
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$199K 0.01%
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-168
696
$198K 0.01%
3,063
+1,183
697
$198K 0.01%
9,665
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698
$198K 0.01%
4,587
-315
699
$197K 0.01%
1,538
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700
$197K 0.01%
457
+278
26 27
28
29 30