We are live on ! Find out more
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
1151
– –
-6,820
1152
– –
-270
1153
– –
-389
1154
– –
-23
1155
– –
-5,686
1156
– –
-400
1157
– –
-35
1158
– –
-178
1159
– –
-1,169
1160
– –
-23,795
1161
– –
-2,054
1162
– –
-1,203
1163
– –
-2
1164
– –
-600
1165
– –
-96
1166
– –
-465
1167
– –
-3,346
1168
– –
-1,626
1169
– –
-305
1170
– –
-1,133
1171
– –
-1,919
1172
– –
-300
1173
– –
-130
1174
– –
-2,080
1175
– –
-12
45 46
47
48 49