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
1701
$6.21K ﹤0.01%
65
1702
$6.19K ﹤0.01%
761
1703
$6.19K ﹤0.01%
34
1704
$6.17K ﹤0.01%
544
1705
$6.15K ﹤0.01%
245
-503
1706
$6.14K ﹤0.01%
42
+16
1707
$6.11K ﹤0.01%
75
-22
1708
$6.11K ﹤0.01%
125
1709
$6.1K ﹤0.01%
+267
1710
$6.08K ﹤0.01%
39
1711
$6.06K ﹤0.01%
136
+15
1712
$6.06K ﹤0.01%
+150
1713
$6.05K ﹤0.01%
19
-1
1714
$6.04K ﹤0.01%
87
+6
1715
$6.02K ﹤0.01%
+141
1716
$6K ﹤0.01%
99
+4
1717
$5.97K ﹤0.01%
45
+9
1718
$5.96K ﹤0.01%
30
+25
1719
$5.94K ﹤0.01%
144
1720
$5.93K ﹤0.01%
+473
1721
$5.92K ﹤0.01%
16
+1
1722
$5.89K ﹤0.01%
20
-1
1723
$5.82K ﹤0.01%
153
+18
1724
$5.82K ﹤0.01%
35
+7
1725
$5.81K ﹤0.01%
52
67 68
69
70 71