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
1051
$60.7K ﹤0.01%
1,500
1052
$60.6K ﹤0.01%
2,130
1053
$60.5K ﹤0.01%
946
-1,640
1054
$60.1K ﹤0.01%
310
-34
1055
$59.9K ﹤0.01%
1,549
+28
1056
$59.8K ﹤0.01%
+6,895
1057
$59.8K ﹤0.01%
5,555
-4,985
1058
$59.6K ﹤0.01%
1,639
1059
$59.5K ﹤0.01%
4,444
-9,943
1060
$59.4K ﹤0.01%
2,806
-23
1061
$59.2K ﹤0.01%
571
-132
1062
$59K ﹤0.01%
1,119
+8
1063
$59K ﹤0.01%
3,566
+415
1064
$58.9K ﹤0.01%
391
1065
$58.6K ﹤0.01%
1,895
-57
1066
$58.5K ﹤0.01%
1,112
-128
1067
$57.9K ﹤0.01%
1,439
-22
1068
$57.7K ﹤0.01%
+5,492
1069
$57.6K ﹤0.01%
398
+208
1070
$57.6K ﹤0.01%
2,489
+29
1071
$57.5K ﹤0.01%
3,479
1072
$57.2K ﹤0.01%
1,200
1073
$57.1K ﹤0.01%
448
1074
$57.1K ﹤0.01%
319
-150
1075
$57K ﹤0.01%
825
41 42
43
44 45