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
1476
$12.9K ﹤0.01%
1,410
1477
$12.9K ﹤0.01%
161
+109
1478
$12.9K ﹤0.01%
222
+1
1479
$12.9K ﹤0.01%
+6,443
1480
$12.8K ﹤0.01%
500
1481
$12.8K ﹤0.01%
1,753
1482
$12.8K ﹤0.01%
650
1483
$12.7K ﹤0.01%
111
+17
1484
$12.7K ﹤0.01%
241
1485
$12.7K ﹤0.01%
106
+6
1486
$12.6K ﹤0.01%
272
-246
1487
$12.6K ﹤0.01%
+253
1488
$12.6K ﹤0.01%
131
-94
1489
$12.6K ﹤0.01%
4,062
1490
$12.5K ﹤0.01%
617
+561
1491
$12.5K ﹤0.01%
625
-28
1492
$12.5K ﹤0.01%
+532
1493
$12.5K ﹤0.01%
100
+1
1494
$12.4K ﹤0.01%
254
+51
1495
$12.4K ﹤0.01%
+1,782
1496
$12.2K ﹤0.01%
108
1497
$12.2K ﹤0.01%
+2,475
1498
$12.2K ﹤0.01%
196
-8
1499
$11.9K ﹤0.01%
775
1500
$11.7K ﹤0.01%
450
-18,823
58 59
60
61 62