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
1626
$8.03K ﹤0.01%
+1,233
1627
$7.93K ﹤0.01%
273
-58
1628
$7.92K ﹤0.01%
59
1629
$7.8K ﹤0.01%
99
-2
1630
$7.74K ﹤0.01%
+240
1631
$7.72K ﹤0.01%
660
1632
$7.71K ﹤0.01%
78
1633
$7.7K ﹤0.01%
+241
1634
$7.68K ﹤0.01%
545
1635
$7.65K ﹤0.01%
940
1636
$7.61K ﹤0.01%
27
+5
1637
$7.61K ﹤0.01%
+187
1638
$7.6K ﹤0.01%
94
+67
1639
$7.56K ﹤0.01%
56
+10
1640
$7.53K ﹤0.01%
873
1641
$7.52K ﹤0.01%
81
1642
$7.5K ﹤0.01%
+115
1643
$7.48K ﹤0.01%
121
1644
$7.48K ﹤0.01%
900
1645
$7.46K ﹤0.01%
+183
1646
$7.4K ﹤0.01%
1,000
1647
$7.4K ﹤0.01%
185
+61
1648
$7.38K ﹤0.01%
100
1649
$7.36K ﹤0.01%
+72
1650
$7.3K ﹤0.01%
55
64 65
66
67 68