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
901
$96.2K ﹤0.01%
13,495
+4,977
902
$96K ﹤0.01%
480
+158
903
$94.8K ﹤0.01%
10,750
+5,927
904
$94.6K ﹤0.01%
7,000
905
$92.9K ﹤0.01%
269
906
$92.7K ﹤0.01%
1,943
-14
907
$92.1K ﹤0.01%
1,614
-15
908
$91.8K ﹤0.01%
1,050
909
$91.7K ﹤0.01%
517
+36
910
$91.5K ﹤0.01%
1,207
911
$91.3K ﹤0.01%
951
-255
912
$91K ﹤0.01%
+350
913
$91K ﹤0.01%
506
-2
914
$90.7K ﹤0.01%
676
-2
915
$90.6K ﹤0.01%
1,571
-119
916
$90.5K ﹤0.01%
819
+6
917
$90.4K ﹤0.01%
1,052
+110
918
$89.6K ﹤0.01%
6,396
+32
919
$89.5K ﹤0.01%
7,000
920
$88.9K ﹤0.01%
939
-243
921
$88.9K ﹤0.01%
1,426
+61
922
$88.7K ﹤0.01%
899
923
$88.7K ﹤0.01%
280
+14
924
$88.4K ﹤0.01%
8,691
925
$87.1K ﹤0.01%
1,908
+25
35 36
37
38 39