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
751
$162K 0.01%
1,870
+1,400
752
$162K 0.01%
3,418
+54
753
$162K 0.01%
2,136
-58
754
$160K 0.01%
32,545
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755
$160K 0.01%
1,560
-14
756
$160K 0.01%
2,912
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2,620
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$160K 0.01%
16,623
-78
759
$159K 0.01%
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$158K 0.01%
23,665
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761
$157K 0.01%
6,641
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762
$157K 0.01%
4,958
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$157K 0.01%
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764
$154K 0.01%
3,077
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765
$154K 0.01%
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766
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767
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768
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15,162
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769
$150K 0.01%
3,611
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770
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3,500
771
$149K 0.01%
1,350
-245
772
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+5,686
773
$148K 0.01%
+3,575
774
$148K 0.01%
2,610
-19
775
$148K 0.01%
2,014
-2,332
29 30
31
32 33