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
1176
$43.1K ﹤0.01%
4,059
+119
1177
$43K ﹤0.01%
325
-163
1178
$42.9K ﹤0.01%
263
+2
1179
$42.7K ﹤0.01%
1,739
+17
1180
$42.6K ﹤0.01%
+2,960
1181
$42.3K ﹤0.01%
1,233
-28
1182
$42.2K ﹤0.01%
1,704
1183
$41.9K ﹤0.01%
832
-531
1184
$41.5K ﹤0.01%
2,997
1185
$41.5K ﹤0.01%
1,466
+19
1186
$41.4K ﹤0.01%
+1,000
1187
$41.4K ﹤0.01%
5,329
-3,413
1188
$41.3K ﹤0.01%
242
-423
1189
$41.2K ﹤0.01%
1,688
+84
1190
$41.2K ﹤0.01%
713
-64
1191
$41.1K ﹤0.01%
1,344
-295
1192
$41.1K ﹤0.01%
1,283
1193
$40.9K ﹤0.01%
828
+635
1194
$40.8K ﹤0.01%
268
1195
$40.7K ﹤0.01%
900
1196
$40.4K ﹤0.01%
+418
1197
$40.3K ﹤0.01%
2,624
1198
$40.3K ﹤0.01%
659
+50
1199
$40.1K ﹤0.01%
1,128
+8
1200
$40K ﹤0.01%
13,000
46 47
48
49 50