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
826
$122K ﹤0.01%
8,781
-1,883
827
$122K ﹤0.01%
1,215
-12
828
$121K ﹤0.01%
611
-196
829
$121K ﹤0.01%
+6,018
830
$121K ﹤0.01%
1,084
+785
831
$121K ﹤0.01%
843
-8
832
$120K ﹤0.01%
4,608
833
$119K ﹤0.01%
1,063
-212
834
$119K ﹤0.01%
14,404
+13
835
$118K ﹤0.01%
438
+2
836
$118K ﹤0.01%
439
-197
837
$117K ﹤0.01%
1,162
-470
838
$116K ﹤0.01%
420
-33
839
$116K ﹤0.01%
13,821
840
$116K ﹤0.01%
2,602
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841
$116K ﹤0.01%
436
+14
842
$116K ﹤0.01%
1,985
-200
843
$115K ﹤0.01%
1,225
+54
844
$115K ﹤0.01%
1,205
-532
845
$115K ﹤0.01%
28,404
+5,802
846
$115K ﹤0.01%
1,168
-194
847
$114K ﹤0.01%
1,276
848
$114K ﹤0.01%
548
+1
849
$113K ﹤0.01%
6,000
850
$112K ﹤0.01%
1,172
+92
32 33
34
35 36