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
851
$5K ﹤0.01%
145
+40
852
$5K ﹤0.01%
+1,025
853
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211
-500
854
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116
+115
855
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600
856
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+130
857
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+98
858
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32
-13
859
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162
860
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26
+1
861
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16
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862
$5K ﹤0.01%
+606
863
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239
+3
864
$5K ﹤0.01%
54
-1
865
$4K ﹤0.01%
34
866
$4K ﹤0.01%
140
867
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868
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2
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869
$4K ﹤0.01%
100
870
$4K ﹤0.01%
144
871
$4K ﹤0.01%
500
872
$4K ﹤0.01%
260
873
$4K ﹤0.01%
77
874
$4K ﹤0.01%
+191
875
$4K ﹤0.01%
8
33 34
35
36 37