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
801
$133K 0.01%
23,189
+3,282
802
$132K 0.01%
1,184
-32
803
$132K 0.01%
3,379
+2
804
$132K 0.01%
642
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805
$131K 0.01%
3,094
-559
806
$131K 0.01%
4,050
-1,160
807
$131K 0.01%
1,032
+174
808
$131K 0.01%
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+30
809
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2,817
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810
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597
+24
811
$130K 0.01%
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812
$130K 0.01%
11,932
+2,238
813
$130K 0.01%
2,190
-289
814
$130K 0.01%
3,076
815
$128K 0.01%
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816
$128K 0.01%
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817
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11,184
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818
$127K 0.01%
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-286
819
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344
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820
$125K 0.01%
3,501
821
$124K ﹤0.01%
9,391
+291
822
$123K ﹤0.01%
484
+30
823
$123K ﹤0.01%
826
-1,812
824
$123K ﹤0.01%
1,548
825
$122K ﹤0.01%
23,509
+283
31 32
33
34 35