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
1126
$48K ﹤0.01%
1,210
1127
$48K ﹤0.01%
+1,022
1128
$47.9K ﹤0.01%
4,358
+87
1129
$47.9K ﹤0.01%
607
-81
1130
$47.9K ﹤0.01%
217
-23
1131
$47.8K ﹤0.01%
1,497
-114
1132
$47.8K ﹤0.01%
906
+40
1133
$47.6K ﹤0.01%
263
1134
$47.6K ﹤0.01%
2,308
1135
$47.5K ﹤0.01%
5,101
+683
1136
$47.4K ﹤0.01%
442
+137
1137
$47.4K ﹤0.01%
1,227
-170
1138
$47.3K ﹤0.01%
2,046
1139
$47.1K ﹤0.01%
3,006
+2,265
1140
$47.1K ﹤0.01%
5,323
+18
1141
$46.9K ﹤0.01%
218
+6
1142
$46.8K ﹤0.01%
344
+16
1143
$46.8K ﹤0.01%
277
+11
1144
$46.7K ﹤0.01%
3,871
-433
1145
$46.3K ﹤0.01%
+121
1146
$46.2K ﹤0.01%
1,126
1147
$46K ﹤0.01%
1,186
+1,078
1148
$45.9K ﹤0.01%
803
1149
$45.8K ﹤0.01%
684
-550
1150
$45.7K ﹤0.01%
443
+117
44 45
46
47 48