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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
1601
– –
-251
1602
– –
-4,524
1603
– –
-20
1604
– –
-77
1605
– –
-5
1606
– –
-42
1607
– –
-77
1608
– –
-149
1609
– –
-2,762
1610
– –
-3,500
1611
– –
0
1612
– –
-2
1613
– –
-57
1614
– –
-35
1615
– –
-7,749
1616
– –
-272
1617
– –
-494
1618
– –
-127
1619
– –
-7
1620
– –
-983
1621
– –
-2
1622
– –
-1,821
1623
– –
-463
1624
– –
-21,813
1625
– –
-23
63 64
65
66 67