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
1351
$22.3K ﹤0.01%
44
+5
1352
$22.2K ﹤0.01%
204
-122
1353
$22.2K ﹤0.01%
140
-2
1354
$22K ﹤0.01%
+804
1355
$21.9K ﹤0.01%
399
-421
1356
$21.8K ﹤0.01%
124
1357
$21.6K ﹤0.01%
2,810
+7
1358
$21.5K ﹤0.01%
321
-551
1359
$21.3K ﹤0.01%
351
+9
1360
$21.2K ﹤0.01%
401
-91
1361
$21.2K ﹤0.01%
+449
1362
$21.2K ﹤0.01%
4,712
+202
1363
$21K ﹤0.01%
3,610
+694
1364
$21K ﹤0.01%
542
1365
$21K ﹤0.01%
313
-384
1366
$20.9K ﹤0.01%
503
+437
1367
$20.9K ﹤0.01%
888
+498
1368
$20.9K ﹤0.01%
269
+125
1369
$20.8K ﹤0.01%
596
+196
1370
$20.6K ﹤0.01%
414
-181
1371
$20.4K ﹤0.01%
363
-2
1372
$20.2K ﹤0.01%
90
-55
1373
$20.1K ﹤0.01%
362
+2
1374
$19.9K ﹤0.01%
1,008
-1,050
1375
$19.9K ﹤0.01%
184
-16
53 54
55
56 57