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
701
$196K 0.01%
3,868
-518
702
$196K 0.01%
3,791
+66
703
$196K 0.01%
18,576
+3,152
704
$196K 0.01%
1,391
+46
705
$196K 0.01%
17,371
+2,729
706
$194K 0.01%
3,845
+6
707
$194K 0.01%
17,486
+3,516
708
$194K 0.01%
2,012
+49
709
$192K 0.01%
1,796
-120
710
$191K 0.01%
2,367
+26
711
$190K 0.01%
4,434
-4,510
712
$187K 0.01%
828
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713
$186K 0.01%
346
-1
714
$185K 0.01%
1,146
-33
715
$185K 0.01%
4,553
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716
$185K 0.01%
6,450
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$183K 0.01%
1,070
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718
$182K 0.01%
3,380
719
$181K 0.01%
5,000
720
$181K 0.01%
724
-145
721
$180K 0.01%
5,039
-2,530
722
$180K 0.01%
1,049
-21
723
$180K 0.01%
1,738
+7
724
$179K 0.01%
11,534
+4,862
725
$179K 0.01%
4,290
-2,930
27 28
29
30 31