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
1601
$8.88K ﹤0.01%
460
1602
$8.85K ﹤0.01%
1,000
-649
1603
$8.83K ﹤0.01%
124
1604
$8.8K ﹤0.01%
122
-4
1605
$8.79K ﹤0.01%
243
1606
$8.79K ﹤0.01%
300
1607
$8.67K ﹤0.01%
79
-43
1608
$8.56K ﹤0.01%
86
+30
1609
$8.54K ﹤0.01%
300
1610
$8.52K ﹤0.01%
198
1611
$8.51K ﹤0.01%
217
-134
1612
$8.49K ﹤0.01%
71
1613
$8.49K ﹤0.01%
+464
1614
$8.35K ﹤0.01%
208
1615
$8.32K ﹤0.01%
411
+12
1616
$8.31K ﹤0.01%
132
1617
$8.25K ﹤0.01%
175
-125
1618
$8.21K ﹤0.01%
+106
1619
$8.2K ﹤0.01%
161
-95
1620
$8.19K ﹤0.01%
78
1621
$8.18K ﹤0.01%
732
+558
1622
$8.15K ﹤0.01%
41
+1
1623
$8.13K ﹤0.01%
96
-27
1624
$8.05K ﹤0.01%
533
-267
1625
$8.03K ﹤0.01%
919
63 64
65
66 67