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
1001
$1K ﹤0.01%
44
+10
1002
$1K ﹤0.01%
7
+2
1003
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6
1004
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31
1005
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62
1006
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275
1007
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1008
$1K ﹤0.01%
20
-5,410
1009
$1K ﹤0.01%
3
1010
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1011
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1012
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1013
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1014
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250
1015
$1K ﹤0.01%
28
1016
$1K ﹤0.01%
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1017
$1K ﹤0.01%
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1018
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1019
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1020
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1021
$1K ﹤0.01%
4
1022
$1K ﹤0.01%
7
+3
1023
$1K ﹤0.01%
8
1024
$1K ﹤0.01%
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1025
$1K ﹤0.01%
20
+4
39 40
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42 43