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
776
$9K ﹤0.01%
634
+534
777
$9K ﹤0.01%
75
778
$9K ﹤0.01%
601
779
$9K ﹤0.01%
50
780
$9K ﹤0.01%
127
781
$9K ﹤0.01%
30
782
$9K ﹤0.01%
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783
$9K ﹤0.01%
542
784
$9K ﹤0.01%
170
785
$9K ﹤0.01%
250
786
$9K ﹤0.01%
10,000
787
$9K ﹤0.01%
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788
$8K ﹤0.01%
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789
$8K ﹤0.01%
59
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-10
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$8K ﹤0.01%
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799
$8K ﹤0.01%
105
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$8K ﹤0.01%
+69
30 31
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