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
876
$4K ﹤0.01%
90
877
$4K ﹤0.01%
27
+18
878
$4K ﹤0.01%
47
879
$4K ﹤0.01%
175
880
$4K ﹤0.01%
48
-81
881
$4K ﹤0.01%
170
-912
882
$4K ﹤0.01%
76
883
$4K ﹤0.01%
70
+8
884
$4K ﹤0.01%
+65
885
$4K ﹤0.01%
90
886
$4K ﹤0.01%
+160
887
$4K ﹤0.01%
+330
888
$4K ﹤0.01%
154
889
$4K ﹤0.01%
+500
890
$4K ﹤0.01%
+502
891
$3K ﹤0.01%
1,000
892
$3K ﹤0.01%
100
893
$3K ﹤0.01%
461
+32
894
$3K ﹤0.01%
+490
895
$3K ﹤0.01%
+259
896
$3K ﹤0.01%
1
897
$3K ﹤0.01%
50
898
$3K ﹤0.01%
103
+1
899
$3K ﹤0.01%
+39
900
$3K ﹤0.01%
66
34 35
36
37 38