AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+10.6%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$1.65B
AUM Growth
+$172M
(+12%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
30.4%
Holding
1,709
New
101
Increased
359
Reduced
499
Closed
171
Top Buys
| 1 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
$17.5M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$13.3M |
| 3 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$11.4M |
| 4 |
JPMorgan Active Value ETF
JAVA
|
$8.7M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$6.67M |
Top Sells
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Financials | 6.36% |
| 3 | Healthcare | 3.53% |
| 4 | Industrials | 3.35% |
| 5 | Consumer Discretionary | 2.9% |
