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
1251
$34.6K ﹤0.01%
1,828
+63
1252
$34.6K ﹤0.01%
1,686
+429
1253
$34K ﹤0.01%
164
-11
1254
$34K ﹤0.01%
703
+2
1255
$34K ﹤0.01%
465
-2
1256
$33.8K ﹤0.01%
1,455
+30
1257
$33.7K ﹤0.01%
207
1258
$33.6K ﹤0.01%
831
-206
1259
$33.5K ﹤0.01%
520
1260
$33.5K ﹤0.01%
2,901
1261
$33.3K ﹤0.01%
43
+9
1262
$33.1K ﹤0.01%
641
-2
1263
$33.1K ﹤0.01%
860
1264
$33K ﹤0.01%
+1,500
1265
$32.6K ﹤0.01%
1,815
+13
1266
$32.3K ﹤0.01%
720
-711
1267
$32.2K ﹤0.01%
1,313
+56
1268
$32.2K ﹤0.01%
251
+3
1269
$32.1K ﹤0.01%
358
-87
1270
$32.1K ﹤0.01%
2,430
-32
1271
$32K ﹤0.01%
283
+279
1272
$31.9K ﹤0.01%
1,710
1273
$31.7K ﹤0.01%
+3,751
1274
$31.6K ﹤0.01%
301
+1
1275
$31.4K ﹤0.01%
242
-87
49 50
51
52 53