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
1151
$45.6K ﹤0.01%
638
1152
$45.4K ﹤0.01%
1,593
+1,507
1153
$45.4K ﹤0.01%
+630
1154
$45.3K ﹤0.01%
156
+1
1155
$45.2K ﹤0.01%
2,004
+65
1156
$45.2K ﹤0.01%
862
+16
1157
$45.1K ﹤0.01%
422
1158
$44.9K ﹤0.01%
834
+40
1159
$44.9K ﹤0.01%
1,662
-17
1160
$44.8K ﹤0.01%
322
+287
1161
$44.5K ﹤0.01%
149
-48
1162
$44.4K ﹤0.01%
450
-116
1163
$44.2K ﹤0.01%
356
1164
$44K ﹤0.01%
276
+222
1165
$43.9K ﹤0.01%
875
1166
$43.8K ﹤0.01%
1,728
+197
1167
$43.7K ﹤0.01%
570
1168
$43.6K ﹤0.01%
411
+391
1169
$43.6K ﹤0.01%
217
+3
1170
$43.6K ﹤0.01%
945
-833
1171
$43.5K ﹤0.01%
1,043
1172
$43.4K ﹤0.01%
1,006
1173
$43.2K ﹤0.01%
1,707
1174
$43.2K ﹤0.01%
1,034
+705
1175
$43.2K ﹤0.01%
261
-108
45 46
47
48 49