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
876
$104K ﹤0.01%
5,090
877
$104K ﹤0.01%
995
-98
878
$104K ﹤0.01%
281
+30
879
$103K ﹤0.01%
820
880
$103K ﹤0.01%
489
-42
881
$103K ﹤0.01%
1,032
+16
882
$103K ﹤0.01%
15,830
+8,857
883
$103K ﹤0.01%
956
-165
884
$103K ﹤0.01%
583
-137
885
$103K ﹤0.01%
4,517
-261
886
$101K ﹤0.01%
1,983
-39
887
$101K ﹤0.01%
3,201
-436
888
$100K ﹤0.01%
4,007
889
$100K ﹤0.01%
1,143
-200
890
$99.9K ﹤0.01%
841
-3,515
891
$98.9K ﹤0.01%
5,480
+56
892
$98.7K ﹤0.01%
12,338
+2,632
893
$98.7K ﹤0.01%
2,764
-798
894
$98.3K ﹤0.01%
1,410
-395
895
$98.3K ﹤0.01%
1,363
+283
896
$98.3K ﹤0.01%
1,273
-166
897
$97.5K ﹤0.01%
1,562
-25
898
$97.4K ﹤0.01%
14,588
+7,510
899
$97.4K ﹤0.01%
403
900
$96.3K ﹤0.01%
1,564
+568
34 35
36
37 38