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
1101
$51.8K ﹤0.01%
421
-281
1102
$51.6K ﹤0.01%
1,009
+5
1103
$51.6K ﹤0.01%
404
+399
1104
$51.5K ﹤0.01%
2,534
1105
$51.5K ﹤0.01%
494
1106
$51.4K ﹤0.01%
+1,127
1107
$51.3K ﹤0.01%
837
1108
$51.2K ﹤0.01%
49
-2
1109
$50.9K ﹤0.01%
810
1110
$50.9K ﹤0.01%
677
-1,448
1111
$50.8K ﹤0.01%
+279
1112
$50.8K ﹤0.01%
2,747
+924
1113
$50.7K ﹤0.01%
500
1114
$50K ﹤0.01%
1,200
+4
1115
$49.5K ﹤0.01%
3,188
-475
1116
$49.5K ﹤0.01%
258
+167
1117
$49.4K ﹤0.01%
1,059
+22
1118
$49.3K ﹤0.01%
2,169
-316,088
1119
$49.2K ﹤0.01%
1,390
1120
$49.2K ﹤0.01%
1,323
+1,197
1121
$49K ﹤0.01%
331
+6
1122
$49K ﹤0.01%
364
+8
1123
$48.7K ﹤0.01%
1,600
1124
$48.4K ﹤0.01%
3,284
1125
$48.3K ﹤0.01%
304
-200
43 44
45
46 47