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
1326
$25.2K ﹤0.01%
1,255
+850
1327
$25.2K ﹤0.01%
880
1328
$25.1K ﹤0.01%
498
-164
1329
$25.1K ﹤0.01%
2,015
1330
$25K ﹤0.01%
3,045
+1,216
1331
$24.9K ﹤0.01%
241
-94
1332
$24.8K ﹤0.01%
528
-71
1333
$24.8K ﹤0.01%
120
1334
$24.7K ﹤0.01%
118
-5
1335
$24.6K ﹤0.01%
397
-104
1336
$24.6K ﹤0.01%
750
1337
$24.5K ﹤0.01%
239
1338
$24.3K ﹤0.01%
142
+50
1339
$24.1K ﹤0.01%
742
1340
$24.1K ﹤0.01%
200
-100
1341
$23.9K ﹤0.01%
352
+113
1342
$23.6K ﹤0.01%
288
+134
1343
$23.4K ﹤0.01%
+528
1344
$23.4K ﹤0.01%
546
+30
1345
$23.3K ﹤0.01%
5,822
+6
1346
$23.2K ﹤0.01%
54
1347
$23.1K ﹤0.01%
404
+1
1348
$22.9K ﹤0.01%
655
1349
$22.8K ﹤0.01%
346
+4
1350
$22.7K ﹤0.01%
189
+47
52 53
54
55 56