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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
1201
– –
-30
1202
– –
-1,222
1203
– –
-285
1204
– –
-1
1205
– –
-11
1206
– –
-8
1207
– –
-285
1208
– –
-25
1209
– –
-7,233
1210
– –
-119
1211
– –
-1,255
1212
– –
-1,107
1213
– –
-538
1214
– –
-1,192
1215
– –
-65
1216
– –
-1,372
1217
– –
-1,552
1218
– –
-680
1219
– –
-1,782
1220
– –
-7
1221
– –
-496
1222
– –
-723
1223
– –
-993
1224
– –
-13
1225
– –
-160
47 48
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