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
$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
726
$14K ﹤0.01%
97
727
$14K ﹤0.01%
+732
728
$14K ﹤0.01%
600
729
$14K ﹤0.01%
100
730
$14K ﹤0.01%
306
+115
731
$14K ﹤0.01%
100
732
$14K ﹤0.01%
330
-1
733
$14K ﹤0.01%
554
+4
734
$13K ﹤0.01%
360
735
$13K ﹤0.01%
1,000
736
$13K ﹤0.01%
93
737
$13K ﹤0.01%
352
738
$13K ﹤0.01%
575
+1
739
$12K ﹤0.01%
100
740
$12K ﹤0.01%
2,500
-3,687
741
$12K ﹤0.01%
155
742
$12K ﹤0.01%
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743
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744
$12K ﹤0.01%
116
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745
$12K ﹤0.01%
21
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746
$12K ﹤0.01%
108
747
$12K ﹤0.01%
501
748
$12K ﹤0.01%
227
-288
749
$11K ﹤0.01%
116
750
$11K ﹤0.01%
70
+58
28 29
30
31 32