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
1551
$10.3K ﹤0.01%
450
1552
$10.3K ﹤0.01%
61
-10
1553
$10.2K ﹤0.01%
265
-1,182
1554
$10.2K ﹤0.01%
71
-26
1555
$10.2K ﹤0.01%
150
+23
1556
$10.2K ﹤0.01%
56
1557
$10.2K ﹤0.01%
114
1558
$10.2K ﹤0.01%
56
1559
$10.2K ﹤0.01%
249
-388
1560
$10K ﹤0.01%
+717
1561
$10K ﹤0.01%
134
+1
1562
$9.98K ﹤0.01%
194
1563
$9.92K ﹤0.01%
122
+14
1564
$9.87K ﹤0.01%
37
-1
1565
$9.8K ﹤0.01%
405
1566
$9.8K ﹤0.01%
72
1567
$9.79K ﹤0.01%
348
-98
1568
$9.77K ﹤0.01%
434
1569
$9.77K ﹤0.01%
851
+469
1570
$9.7K ﹤0.01%
53
1571
$9.59K ﹤0.01%
108
+1
1572
$9.58K ﹤0.01%
137
1573
$9.54K ﹤0.01%
83
1574
$9.39K ﹤0.01%
518
1575
$9.38K ﹤0.01%
+224
61 62
63
64 65