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
1576
$9.34K ﹤0.01%
250
-1,813
1577
$9.34K ﹤0.01%
430
+1
1578
$9.33K ﹤0.01%
16
+2
1579
$9.32K ﹤0.01%
2,800
1580
$9.31K ﹤0.01%
900
1581
$9.31K ﹤0.01%
199
-6,098
1582
$9.3K ﹤0.01%
360
-112
1583
$9.27K ﹤0.01%
319
+216
1584
$9.26K ﹤0.01%
+82
1585
$9.16K ﹤0.01%
528
1586
$9.14K ﹤0.01%
255
+165
1587
$9.13K ﹤0.01%
1,174
1588
$9.13K ﹤0.01%
194
+1
1589
$9.09K ﹤0.01%
586
1590
$9.09K ﹤0.01%
65
1591
$9.08K ﹤0.01%
262
+17
1592
$9.03K ﹤0.01%
84
+1
1593
$9.02K ﹤0.01%
136
-55
1594
$9.01K ﹤0.01%
27
1595
$8.98K ﹤0.01%
202
1596
$8.97K ﹤0.01%
90
+25
1597
$8.97K ﹤0.01%
225
1598
$8.94K ﹤0.01%
158
-51
1599
$8.93K ﹤0.01%
152
-269
1600
$8.91K ﹤0.01%
219
-23
62 63
64
65 66