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
726
$179K 0.01%
1,762
+18
727
$178K 0.01%
16,459
-94
728
$178K 0.01%
2,287
-213
729
$177K 0.01%
3,503
+3
730
$177K 0.01%
3,942
731
$177K 0.01%
2,651
-196
732
$177K 0.01%
1,583
+6
733
$177K 0.01%
4,012
+564
734
$176K 0.01%
2,775
735
$176K 0.01%
2,110
736
$176K 0.01%
217
+42
737
$175K 0.01%
18,892
-86
738
$173K 0.01%
6,745
-3,185
739
$171K 0.01%
4,033
+533
740
$171K 0.01%
7,280
+3,105
741
$170K 0.01%
809
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742
$168K 0.01%
1,861
743
$167K 0.01%
1,027
-68
744
$167K 0.01%
5,120
745
$167K 0.01%
1,825
746
$167K 0.01%
2,516
747
$166K 0.01%
2,691
-12
748
$165K 0.01%
6,973
+121
749
$165K 0.01%
1,826
+12
750
$163K 0.01%
657
+5
28 29
30
31 32