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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
1101
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-126
1102
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-920
1103
– –
-977
1104
– –
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1105
– –
-18
1106
– –
-2,590
1107
– –
-191
1108
– –
-866
1109
– –
-840
1110
– –
-266
1111
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-171
1112
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-8
1113
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-511
1114
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-1,332
1115
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-356
1116
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-532
1117
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-388
1118
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-278
1119
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-680
1120
– –
-36
1121
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-6,966
1122
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-7
1123
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1124
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1125
– –
-84
43 44
45
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