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
1376
$19.9K ﹤0.01%
2,526
+2,287
1377
$19.7K ﹤0.01%
127
+3
1378
$19.7K ﹤0.01%
218
1379
$19.7K ﹤0.01%
302
+39
1380
$19.6K ﹤0.01%
418
-267
1381
$19.6K ﹤0.01%
101
+1
1382
$19.5K ﹤0.01%
2,087
+1,624
1383
$19.4K ﹤0.01%
1,970
1384
$19.1K ﹤0.01%
743
-48
1385
$19K ﹤0.01%
3,144
1386
$18.9K ﹤0.01%
340
-74
1387
$18.9K ﹤0.01%
1,470
1388
$18.8K ﹤0.01%
2,481
+1,383
1389
$18.7K ﹤0.01%
112
+99
1390
$18.6K ﹤0.01%
151
+19
1391
$18.4K ﹤0.01%
56
1392
$18.4K ﹤0.01%
406
-646
1393
$18.1K ﹤0.01%
139
+42
1394
$18.1K ﹤0.01%
282
+218
1395
$18K ﹤0.01%
1,723
-2,710
1396
$17.8K ﹤0.01%
7,887
-1,600
1397
$17.8K ﹤0.01%
325
1398
$17.7K ﹤0.01%
568
-172
1399
$17.7K ﹤0.01%
+52
1400
$17.6K ﹤0.01%
+397
54 55
56
57 58