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
1276
$31.3K ﹤0.01%
985
1277
$31.1K ﹤0.01%
200
1278
$31K ﹤0.01%
804
-39
1279
$30.5K ﹤0.01%
523
-1
1280
$30.5K ﹤0.01%
2,279
+984
1281
$30.3K ﹤0.01%
1,220
1282
$30.3K ﹤0.01%
670
+170
1283
$30K ﹤0.01%
807
+507
1284
$30K ﹤0.01%
1,010
1285
$30K ﹤0.01%
20
1286
$29.9K ﹤0.01%
444
-180
1287
$29.6K ﹤0.01%
708
1288
$29.6K ﹤0.01%
1,003
1289
$29.2K ﹤0.01%
824
-198
1290
$29.1K ﹤0.01%
146
+2
1291
$28.9K ﹤0.01%
970
+26
1292
$28.7K ﹤0.01%
1,080
+177
1293
$28.5K ﹤0.01%
1,570
-12
1294
$28.4K ﹤0.01%
352
-345
1295
$28.4K ﹤0.01%
1,644
+1,000
1296
$28.3K ﹤0.01%
+1,348
1297
$28.3K ﹤0.01%
116
-257
1298
$28.3K ﹤0.01%
365
-272
1299
$28.1K ﹤0.01%
214
-838
1300
$28.1K ﹤0.01%
332
-941
50 51
52
53 54