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
701
$17K ﹤0.01%
269
+196
702
$17K ﹤0.01%
99
703
$17K ﹤0.01%
52
+1
704
$17K ﹤0.01%
548
+21
705
$17K ﹤0.01%
162
706
$16K ﹤0.01%
583
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707
$16K ﹤0.01%
500
708
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300
709
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70
+14
710
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196
-36
711
$16K ﹤0.01%
155
712
$15K ﹤0.01%
317
713
$15K ﹤0.01%
1,300
714
$15K ﹤0.01%
+193
715
$15K ﹤0.01%
125
716
$15K ﹤0.01%
594
-106
717
$15K ﹤0.01%
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718
$15K ﹤0.01%
202
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719
$15K ﹤0.01%
400
720
$15K ﹤0.01%
191
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721
$14K ﹤0.01%
400
722
$14K ﹤0.01%
378
723
$14K ﹤0.01%
200
724
$14K ﹤0.01%
200
725
$14K ﹤0.01%
310
27 28
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