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
51
$10.4M 0.41%
42,091
-1,459
52
$10.3M 0.41%
187,913
+12,596
53
$10.2M 0.41%
48,515
-571
54
$9.91M 0.39%
268,392
+24,176
55
$9.65M 0.38%
63,441
-64
56
$9.38M 0.37%
37,557
+1,421
57
$9.17M 0.37%
331,236
+1,071
58
$9.08M 0.36%
407,744
+134,022
59
$8.72M 0.35%
67,987
-3,409
60
$8.62M 0.34%
168,817
-2,340
61
$8.46M 0.34%
72,328
-14,339
62
$8.26M 0.33%
124,405
+3,598
63
$7.97M 0.32%
123,169
+14,341
64
$7.72M 0.31%
186,910
+71,511
65
$7.55M 0.3%
90,975
-217
66
$7.38M 0.29%
18,213
-105
67
$7.36M 0.29%
+313,915
68
$7.3M 0.29%
14,949
+30
69
$6.84M 0.27%
109,710
-14,805
70
$6.6M 0.26%
11,290
+161
71
$6.54M 0.26%
282,191
+12,042
72
$6.43M 0.26%
171,280
+3,035
73
$6.37M 0.25%
65,463
-6,053
74
$6.34M 0.25%
39,114
-671
75
$6.27M 0.25%
23,978
+781
1 2
3
4 5