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
101
$4.29M 0.17%
4,839
-64
102
$4.2M 0.17%
55,885
+1,393
103
$4.17M 0.17%
4,394
-195
104
$4.17M 0.17%
24,940
+1,344
105
$4.1M 0.16%
157,340
-140,076
106
$4.07M 0.16%
68,379
+9,932
107
$4.06M 0.16%
86,504
+2,761
108
$4.02M 0.16%
11,120
-163
109
$4.01M 0.16%
14,473
-301
110
$4M 0.16%
51,190
-7,135
111
$3.99M 0.16%
27,117
-1,257
112
$3.92M 0.16%
68,342
-110
113
$3.77M 0.15%
128,241
-576
114
$3.74M 0.15%
125,854
+5,559
115
$3.7M 0.15%
85,136
+113
116
$3.68M 0.15%
121,558
+1,030
117
$3.6M 0.14%
67,613
-3,260
118
$3.6M 0.14%
62,649
+8,101
119
$3.53M 0.14%
62,507
+5,103
120
$3.43M 0.14%
37,657
+1,026
121
$3.43M 0.14%
89,968
+2,616
122
$3.36M 0.13%
16,239
-1,653
123
$3.34M 0.13%
66,890
+1,034
124
$3.28M 0.13%
4,621
+45
125
$3.26M 0.13%
46,518
-664
3 4
5
6 7