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
851
$111K ﹤0.01%
1,360
+60
852
$111K ﹤0.01%
320
+60
853
$111K ﹤0.01%
2,196
+1,264
854
$111K ﹤0.01%
342
+106
855
$111K ﹤0.01%
309
-3
856
$110K ﹤0.01%
1,753
-4,662
857
$110K ﹤0.01%
6,576
858
$110K ﹤0.01%
26
859
$110K ﹤0.01%
222
+1
860
$109K ﹤0.01%
3,084
861
$109K ﹤0.01%
2,741
-384
862
$109K ﹤0.01%
8,773
+4
863
$109K ﹤0.01%
18,776
-15,082
864
$109K ﹤0.01%
59
+2
865
$108K ﹤0.01%
1,388
+63
866
$108K ﹤0.01%
2,340
-2,433
867
$108K ﹤0.01%
3,504
+75
868
$108K ﹤0.01%
1,252
+2
869
$108K ﹤0.01%
1,762
870
$107K ﹤0.01%
172
+1
871
$106K ﹤0.01%
3,849
+25
872
$106K ﹤0.01%
8,000
873
$106K ﹤0.01%
3,656
-525
874
$104K ﹤0.01%
1,493
875
$104K ﹤0.01%
676
-6
33 34
35
36 37