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
826
$6K ﹤0.01%
+303
827
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+201
828
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142
+3
829
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100
830
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103
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831
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232
832
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26
833
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408
+1
834
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39
835
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+86
836
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394
837
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174
-68
838
$6K ﹤0.01%
65
839
$6K ﹤0.01%
100
840
$6K ﹤0.01%
25
841
$6K ﹤0.01%
245
842
$5K ﹤0.01%
60
843
$5K ﹤0.01%
90
844
$5K ﹤0.01%
52
+51
845
$5K ﹤0.01%
382
+7
846
$5K ﹤0.01%
137
-97
847
$5K ﹤0.01%
330
848
$5K ﹤0.01%
27
849
$5K ﹤0.01%
385
+8
850
$5K ﹤0.01%
+100
32 33
34
35 36