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
1226
$36.9K ﹤0.01%
3,927
1227
$36.9K ﹤0.01%
174
1228
$36.8K ﹤0.01%
517
1229
$36.8K ﹤0.01%
1,667
1230
$36.7K ﹤0.01%
439
+2
1231
$36.7K ﹤0.01%
10,000
1232
$36.7K ﹤0.01%
1,606
+170
1233
$36.6K ﹤0.01%
710
-49
1234
$36.6K ﹤0.01%
8,375
1235
$36.6K ﹤0.01%
683
-246
1236
$36.4K ﹤0.01%
12,758
1237
$36.3K ﹤0.01%
459
-9
1238
$36.2K ﹤0.01%
258
+1
1239
$35.8K ﹤0.01%
584
-3
1240
$35.7K ﹤0.01%
563
-123
1241
$35.4K ﹤0.01%
867
+188
1242
$35.3K ﹤0.01%
6,030
+400
1243
$35.2K ﹤0.01%
8,697
-4,799
1244
$35K ﹤0.01%
367
1245
$35K ﹤0.01%
1,316
1246
$35K ﹤0.01%
530
+308
1247
$34.8K ﹤0.01%
130
-26
1248
$34.8K ﹤0.01%
1,982
-1,679
1249
$34.7K ﹤0.01%
391
1250
$34.7K ﹤0.01%
1,110
+110
48 49
50
51 52