We are live on ! Find out more
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
1676
– –
-173
1677
– –
-108
1678
– –
-649
1679
– –
-326
1680
– –
-70
1681
– –
-2,021
1682
– –
-405
1683
– –
-3
1684
– –
-9
1685
– –
-89
1686
– –
-9
1687
– –
-8,645
1688
– –
-6,193
1689
– –
-152
1690
– –
-161
1691
– –
-122
1692
– –
-4,457
1693
– –
-37
1694
– –
-9
1695
– –
-1,537
1696
– –
-595
1697
– –
-14
1698
– –
-76
1699
– –
-2,550
1700
– –
-2,755
66 67
68
69 70