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
1726
$5.8K ﹤0.01%
332
1727
$5.8K ﹤0.01%
94
+7
1728
$5.77K ﹤0.01%
1,051
1729
$5.77K ﹤0.01%
+283
1730
$5.76K ﹤0.01%
73
1731
$5.72K ﹤0.01%
77
-15
1732
$5.71K ﹤0.01%
232
1733
$5.67K ﹤0.01%
176
-18
1734
$5.61K ﹤0.01%
+279
1735
$5.57K ﹤0.01%
95
-174
1736
$5.55K ﹤0.01%
376
1737
$5.55K ﹤0.01%
6
+2
1738
$5.53K ﹤0.01%
37
-1
1739
$5.53K ﹤0.01%
+47
1740
$5.53K ﹤0.01%
115
-63
1741
$5.53K ﹤0.01%
156
1742
$5.52K ﹤0.01%
55
+3
1743
$5.52K ﹤0.01%
185
1744
$5.51K ﹤0.01%
16
+1
1745
$5.5K ﹤0.01%
19
1746
$5.49K ﹤0.01%
67
1747
$5.49K ﹤0.01%
92
-8
1748
$5.49K ﹤0.01%
145
1749
$5.47K ﹤0.01%
52
1750
$5.46K ﹤0.01%
950
68 69
70
71 72