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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-1,753
1002
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-17
1003
– –
-1,174
1004
– –
-52
1005
– –
-1,487
1006
– –
-1,499
1007
– –
-7,896
1008
– –
-2
1009
– –
-274
1010
– –
-9
1011
– –
-400
1012
– –
-702
1013
– –
-8
1014
– –
-4,022
1015
– –
-243
1016
– –
-40
1017
– –
-222
1018
– –
-16
1019
– –
-1,198
1020
– –
-238
1021
– –
-1,871
1022
– –
-1,928
1023
– –
-2,509
1024
– –
-154
1025
– –
-4,807
39 40
41
42 43