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
1026
$65.4K ﹤0.01%
2,058
+376
1027
$65.3K ﹤0.01%
+2,502
1028
$64.7K ﹤0.01%
406
+3
1029
$64.7K ﹤0.01%
407
+20
1030
$64.4K ﹤0.01%
609
-132
1031
$64.2K ﹤0.01%
+150
1032
$64.1K ﹤0.01%
2,027
-121
1033
$64.1K ﹤0.01%
14,662
-17
1034
$64K ﹤0.01%
563
-50
1035
$63.3K ﹤0.01%
1,906
-45
1036
$63.2K ﹤0.01%
274
-14
1037
$63.1K ﹤0.01%
1,585
-500
1038
$62.9K ﹤0.01%
733
-116
1039
$62.8K ﹤0.01%
37
1040
$62.6K ﹤0.01%
1,200
-399
1041
$62.2K ﹤0.01%
349
-1
1042
$61.8K ﹤0.01%
1,225
+652
1043
$61.7K ﹤0.01%
6,441
+5,607
1044
$61.6K ﹤0.01%
299
+3
1045
$61.5K ﹤0.01%
3,001
+2,443
1046
$61.3K ﹤0.01%
940
-307
1047
$61.2K ﹤0.01%
2,385
+2,090
1048
$61K ﹤0.01%
7,687
-3,684
1049
$60.9K ﹤0.01%
346
-35
1050
$60.9K ﹤0.01%
5,081
40 41
42
43 44