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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-226
1502
– –
-965
1503
– –
-1,689
1504
– –
-13
1505
– –
-4,500
1506
– –
-1,548
1507
– –
-995
1508
– –
-189
1509
– –
-367
1510
– –
-248
1511
– –
-5
1512
– –
-1,570
1513
– –
-37
1514
– –
-123
1515
– –
-10
1516
– –
-33
1517
– –
-801
1518
– –
-563
1519
– –
-376
1520
– –
-52
1521
– –
-706
1522
– –
-47
1523
– –
-36
1524
– –
-266
1525
– –
-23
59 60
61
62 63