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
1651
$7.26K ﹤0.01%
270
1652
$7.25K ﹤0.01%
450
+50
1653
$7.24K ﹤0.01%
101
+50
1654
$7.22K ﹤0.01%
176
1655
$7.21K ﹤0.01%
32
1656
$7.19K ﹤0.01%
280
1657
$7.08K ﹤0.01%
83
1658
$7.04K ﹤0.01%
34
1659
$7.04K ﹤0.01%
60
1660
$7.02K ﹤0.01%
179
-317
1661
$7.01K ﹤0.01%
48
+1
1662
$7.01K ﹤0.01%
477
-3,070
1663
$6.96K ﹤0.01%
599
+440
1664
$6.95K ﹤0.01%
300
1665
$6.94K ﹤0.01%
600
1666
$6.89K ﹤0.01%
169
-132
1667
$6.89K ﹤0.01%
301
1668
$6.87K ﹤0.01%
30
+26
1669
$6.79K ﹤0.01%
+982
1670
$6.78K ﹤0.01%
140
1671
$6.77K ﹤0.01%
69
1672
$6.76K ﹤0.01%
27
-21
1673
$6.76K ﹤0.01%
213
1674
$6.73K ﹤0.01%
161
1675
$6.67K ﹤0.01%
46
+34
65 66
67
68 69