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
901
$3K ﹤0.01%
17
902
$3K ﹤0.01%
6
903
$3K ﹤0.01%
54
+29
904
$3K ﹤0.01%
231
+2
905
$3K ﹤0.01%
180
906
$3K ﹤0.01%
104
907
$3K ﹤0.01%
152
908
$3K ﹤0.01%
278
909
$3K ﹤0.01%
923
+82
910
$3K ﹤0.01%
+75
911
$3K ﹤0.01%
+8
912
$3K ﹤0.01%
50
913
$3K ﹤0.01%
5
914
$3K ﹤0.01%
71
915
$3K ﹤0.01%
+44
916
$3K ﹤0.01%
+79
917
$3K ﹤0.01%
200
918
$3K ﹤0.01%
46
919
$3K ﹤0.01%
74
+1
920
$3K ﹤0.01%
186
+24
921
$2K ﹤0.01%
71
922
$2K ﹤0.01%
10
923
$2K ﹤0.01%
56
924
$2K ﹤0.01%
+200
925
$2K ﹤0.01%
3
35 36
37
38 39