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
751
$11K ﹤0.01%
1,000
752
$11K ﹤0.01%
158
-81
753
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254
-1
754
$11K ﹤0.01%
198
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755
$11K ﹤0.01%
1,000
756
$11K ﹤0.01%
450
757
$11K ﹤0.01%
400
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759
$11K ﹤0.01%
580
760
$10K ﹤0.01%
284
761
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762
$10K ﹤0.01%
349
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431
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764
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600
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765
$10K ﹤0.01%
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766
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769
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100
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$9K ﹤0.01%
100
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$9K ﹤0.01%
50
775
$9K ﹤0.01%
157
-749
29 30
31
32 33