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
1301
$28K ﹤0.01%
806
1302
$27.9K ﹤0.01%
1,673
1303
$27.8K ﹤0.01%
55
-2
1304
$27.6K ﹤0.01%
574
-96
1305
$27.6K ﹤0.01%
106
-5
1306
$27.5K ﹤0.01%
1,000
1307
$27.4K ﹤0.01%
680
+180
1308
$27.3K ﹤0.01%
104
+1
1309
$27.2K ﹤0.01%
1,550
+1,285
1310
$26.9K ﹤0.01%
2,998
-227
1311
$26.8K ﹤0.01%
500
1312
$26.8K ﹤0.01%
+768
1313
$26.8K ﹤0.01%
474
+142
1314
$26.7K ﹤0.01%
416
1315
$26.6K ﹤0.01%
1,765
1316
$26.5K ﹤0.01%
496
+326
1317
$26.4K ﹤0.01%
1,185
-1,000
1318
$26.3K ﹤0.01%
431
-583
1319
$26.2K ﹤0.01%
432
-5
1320
$26K ﹤0.01%
761
1321
$25.7K ﹤0.01%
164
+82
1322
$25.5K ﹤0.01%
3,345
1323
$25.5K ﹤0.01%
500
-25
1324
$25.4K ﹤0.01%
258
+15
1325
$25.2K ﹤0.01%
1,100
-2,310
51 52
53
54 55