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
1076
$56.4K ﹤0.01%
685
-1
1077
$56.1K ﹤0.01%
669
+612
1078
$56K ﹤0.01%
1,217
-114
1079
$55.5K ﹤0.01%
306
+14
1080
$55.4K ﹤0.01%
510
+1
1081
$55.2K ﹤0.01%
850
1082
$55.1K ﹤0.01%
804
-24
1083
$55.1K ﹤0.01%
1,100
+14
1084
$55K ﹤0.01%
1,129
+9
1085
$54.8K ﹤0.01%
1,526
+11
1086
$54.6K ﹤0.01%
451
-383
1087
$54.5K ﹤0.01%
+1,132
1088
$54.5K ﹤0.01%
4,000
1089
$53.9K ﹤0.01%
604
+74
1090
$53.7K ﹤0.01%
3,668
+10
1091
$53.7K ﹤0.01%
7,350
-6,552
1092
$53.6K ﹤0.01%
600
-491
1093
$53.6K ﹤0.01%
4,190
-1,450
1094
$53K ﹤0.01%
354
+16
1095
$53K ﹤0.01%
3,570
-133
1096
$52.8K ﹤0.01%
220
+142
1097
$52.3K ﹤0.01%
695
-18
1098
$51.9K ﹤0.01%
1,084
-4
1099
$51.9K ﹤0.01%
9,266
+7,265
1100
$51.9K ﹤0.01%
1,424
+44
42 43
44
45 46