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
1426
$15.7K ﹤0.01%
633
-1,457
1427
$15.5K ﹤0.01%
156
-43
1428
$15.5K ﹤0.01%
238
-798
1429
$15.5K ﹤0.01%
59
+26
1430
$15.3K ﹤0.01%
139
-30
1431
$15.3K ﹤0.01%
+628
1432
$15.3K ﹤0.01%
170
+3
1433
$15.2K ﹤0.01%
388
+225
1434
$15.1K ﹤0.01%
1,513
+3
1435
$15.1K ﹤0.01%
399
1436
$15K ﹤0.01%
332
-6
1437
$15K ﹤0.01%
1,161
+850
1438
$14.8K ﹤0.01%
2,908
1439
$14.6K ﹤0.01%
53
1440
$14.6K ﹤0.01%
463
-219
1441
$14.6K ﹤0.01%
+789
1442
$14.4K ﹤0.01%
24
1443
$14.4K ﹤0.01%
376
1444
$14.3K ﹤0.01%
279
-170
1445
$14.2K ﹤0.01%
119
1446
$14.2K ﹤0.01%
43
+3
1447
$14K ﹤0.01%
285
+35
1448
$14K ﹤0.01%
388
-86
1449
$14K ﹤0.01%
1,025
+15
1450
$14K ﹤0.01%
405
56 57
58
59 60