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
926
$86.8K ﹤0.01%
156
-24
927
$86.7K ﹤0.01%
1,499
-91
928
$86.2K ﹤0.01%
965
-750
929
$85.9K ﹤0.01%
1,819
-1,732
930
$85.8K ﹤0.01%
4,097
-12
931
$85.3K ﹤0.01%
773
+519
932
$85.2K ﹤0.01%
3,623
+3,523
933
$85.1K ﹤0.01%
2,075
-320
934
$85K ﹤0.01%
3,462
-85
935
$84.7K ﹤0.01%
756
-54
936
$83.6K ﹤0.01%
995
937
$83K ﹤0.01%
10,175
938
$82.8K ﹤0.01%
7,750
+1,882
939
$82.4K ﹤0.01%
3,012
-464
940
$82.3K ﹤0.01%
1,689
941
$82.3K ﹤0.01%
210
-27
942
$81.9K ﹤0.01%
1,081
-9
943
$81.8K ﹤0.01%
+2,050
944
$81.7K ﹤0.01%
1,661
-1,071
945
$81.7K ﹤0.01%
975
-60
946
$81.6K ﹤0.01%
3,260
-2,369
947
$80.2K ﹤0.01%
2,826
948
$80.1K ﹤0.01%
714
949
$80.1K ﹤0.01%
1,145
-500
950
$79.9K ﹤0.01%
1,137
-2
36 37
38
39 40