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
976
$74.7K ﹤0.01%
3,920
+804
977
$74.4K ﹤0.01%
1,687
-158
978
$74.3K ﹤0.01%
600
979
$74.3K ﹤0.01%
1,667
+4
980
$74.2K ﹤0.01%
1,225
-191
981
$74.2K ﹤0.01%
385
-14
982
$73.9K ﹤0.01%
1,646
+517
983
$73.8K ﹤0.01%
83
-13
984
$73.8K ﹤0.01%
2,216
+27
985
$73.7K ﹤0.01%
47
986
$73.5K ﹤0.01%
1,490
-7,571
987
$73.5K ﹤0.01%
379
+48
988
$72.9K ﹤0.01%
12,987
989
$72.9K ﹤0.01%
622
-14
990
$72.6K ﹤0.01%
2,498
+1,677
991
$72.4K ﹤0.01%
171
+41
992
$72.1K ﹤0.01%
1,339
993
$71.9K ﹤0.01%
402
-248
994
$71.7K ﹤0.01%
331
+31
995
$71.4K ﹤0.01%
2,207
-116
996
$71.3K ﹤0.01%
10,360
997
$71.3K ﹤0.01%
1,634
-90
998
$71.2K ﹤0.01%
741
999
$70.6K ﹤0.01%
1,014
+2
1000
$70.5K ﹤0.01%
4,250
38 39
40
41 42