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
1201
$40K ﹤0.01%
365
+100
1202
$39.7K ﹤0.01%
1,093
-615
1203
$39.6K ﹤0.01%
9,245
-1,156
1204
$39.4K ﹤0.01%
4,524
-177
1205
$39.4K ﹤0.01%
1,113
+181
1206
$39.2K ﹤0.01%
14,569
+13,373
1207
$38.9K ﹤0.01%
156
+6
1208
$38.8K ﹤0.01%
387
-261
1209
$38.4K ﹤0.01%
644
+21
1210
$38.4K ﹤0.01%
465
-1
1211
$38.2K ﹤0.01%
161
+87
1212
$38.1K ﹤0.01%
1,278
1213
$38.1K ﹤0.01%
154
+101
1214
$38K ﹤0.01%
599
-421
1215
$37.8K ﹤0.01%
220
-170
1216
$37.7K ﹤0.01%
581
+1
1217
$37.6K ﹤0.01%
269
+8
1218
$37.6K ﹤0.01%
786
1219
$37.5K ﹤0.01%
2,639
1220
$37.3K ﹤0.01%
399
-97
1221
$37.2K ﹤0.01%
2,533
+69
1222
$37K ﹤0.01%
367
-24
1223
$37K ﹤0.01%
367
-336
1224
$36.9K ﹤0.01%
1,615
+66
1225
$36.9K ﹤0.01%
512
47 48
49
50 51