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
951
$79K ﹤0.01%
394
+133
952
$79K ﹤0.01%
532
+11
953
$78.9K ﹤0.01%
4,910
954
$78.8K ﹤0.01%
1,487
-129
955
$78.6K ﹤0.01%
290
+7
956
$78.4K ﹤0.01%
2,586
957
$78.1K ﹤0.01%
8,836
+439
958
$78K ﹤0.01%
751
+21
959
$77.9K ﹤0.01%
2,840
+145
960
$77.8K ﹤0.01%
1,537
-95
961
$77.8K ﹤0.01%
2,048
-84
962
$77.4K ﹤0.01%
835
-26
963
$77.4K ﹤0.01%
5,701
+350
964
$76.9K ﹤0.01%
2,833
-688
965
$76.8K ﹤0.01%
785
-3
966
$76.7K ﹤0.01%
389
-44
967
$76.4K ﹤0.01%
17,936
-4,598
968
$76.1K ﹤0.01%
1,246
-163
969
$76K ﹤0.01%
809
-7
970
$75.5K ﹤0.01%
1,526
-442
971
$75.5K ﹤0.01%
1,248
+129
972
$75.1K ﹤0.01%
1,894
-483
973
$74.9K ﹤0.01%
2,304
-165
974
$74.9K ﹤0.01%
10,354
+58
975
$74.8K ﹤0.01%
+975
37 38
39
40 41