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
1451
$13.9K ﹤0.01%
500
1452
$13.9K ﹤0.01%
124
1453
$13.8K ﹤0.01%
1,222
+90
1454
$13.8K ﹤0.01%
+350
1455
$13.7K ﹤0.01%
+193
1456
$13.6K ﹤0.01%
115
+15
1457
$13.6K ﹤0.01%
95
+26
1458
$13.6K ﹤0.01%
7
+1
1459
$13.6K ﹤0.01%
157
+2
1460
$13.5K ﹤0.01%
409
1461
$13.5K ﹤0.01%
171
-552
1462
$13.5K ﹤0.01%
157
-19
1463
$13.4K ﹤0.01%
1,060
+10
1464
$13.4K ﹤0.01%
185
1465
$13.3K ﹤0.01%
153
+107
1466
$13.3K ﹤0.01%
354
-1,175
1467
$13.3K ﹤0.01%
400
1468
$13.3K ﹤0.01%
501
1469
$13.3K ﹤0.01%
3,135
1470
$13.2K ﹤0.01%
89
+39
1471
$13.1K ﹤0.01%
491
1472
$13.1K ﹤0.01%
50
1473
$13K ﹤0.01%
82
-3
1474
$13K ﹤0.01%
61
1475
$13K ﹤0.01%
68
+7
57 58
59
60 61