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
1676
$6.65K ﹤0.01%
92
-113
1677
$6.63K ﹤0.01%
124
+44
1678
$6.61K ﹤0.01%
68
+6
1679
$6.59K ﹤0.01%
13
+1
1680
$6.52K ﹤0.01%
39
-16
1681
$6.51K ﹤0.01%
77
+1
1682
$6.5K ﹤0.01%
+215
1683
$6.49K ﹤0.01%
53
-78
1684
$6.49K ﹤0.01%
144
1685
$6.49K ﹤0.01%
866
1686
$6.48K ﹤0.01%
400
1687
$6.45K ﹤0.01%
197
+9
1688
$6.42K ﹤0.01%
211
1689
$6.42K ﹤0.01%
173
1690
$6.38K ﹤0.01%
270
+220
1691
$6.38K ﹤0.01%
53
1692
$6.35K ﹤0.01%
91
+10
1693
$6.34K ﹤0.01%
38
1694
$6.33K ﹤0.01%
30
-16
1695
$6.33K ﹤0.01%
300
1696
$6.33K ﹤0.01%
500
1697
$6.31K ﹤0.01%
360
+10
1698
$6.31K ﹤0.01%
35
+9
1699
$6.3K ﹤0.01%
400
1700
$6.22K ﹤0.01%
521
+14
66 67
68
69 70