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
$1.21B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$34.6M
3
+$27.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.1M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$11.6M

Top Sells

1
+$3.74M
2
+$2.26M
3
+$1.66M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.53M
5
UNP icon
Union Pacific
UNP
+$1.46M

Sector Composition

1 Financials 8.86%
2 Technology 6.75%
3 Healthcare 4.41%
4 Industrials 4.21%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.18%
82,044
+16,736
102
$2.22M 0.18%
10,638
-322
103
$2.15M 0.18%
18,686
-869
104
$2.13M 0.18%
9,221
-66
105
$2.11M 0.17%
14,388
+7,726
106
$2.1M 0.17%
60,110
+8,030
107
$2.08M 0.17%
38,687
+1,354
108
$2.05M 0.17%
4,560
+190
109
$2.03M 0.17%
11,731
-2,386
110
$2.02M 0.17%
19,762
111
$1.98M 0.16%
38,067
-8,477
112
$1.97M 0.16%
36,093
+773
113
$1.97M 0.16%
34,989
+3,224
114
$1.95M 0.16%
4,543
-2,290
115
$1.84M 0.15%
18,119
-178
116
$1.82M 0.15%
72,948
-3,804
117
$1.8M 0.15%
9,023
118
$1.79M 0.15%
+54,837
119
$1.79M 0.15%
32,499
+3,623
120
$1.78M 0.15%
6,232
-110
121
$1.75M 0.14%
8,025
+1,013
122
$1.74M 0.14%
7,963
-874
123
$1.71M 0.14%
14,506
+512
124
$1.7M 0.14%
18,424
125
$1.7M 0.14%
33,628
-1,751
3 4
5
6 7