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
1751
$5.45K ﹤0.01%
14
-3
1752
$5.44K ﹤0.01%
1,000
1753
$5.43K ﹤0.01%
113
1754
$5.42K ﹤0.01%
+70
1755
$5.4K ﹤0.01%
151
-33
1756
$5.38K ﹤0.01%
80
+2
1757
$5.38K ﹤0.01%
575
1758
$5.38K ﹤0.01%
37
-69
1759
$5.36K ﹤0.01%
153
1760
$5.35K ﹤0.01%
90
1761
$5.35K ﹤0.01%
90
1762
$5.33K ﹤0.01%
39
1763
$5.33K ﹤0.01%
272
1764
$5.32K ﹤0.01%
41
1765
$5.28K ﹤0.01%
107
1766
$5.24K ﹤0.01%
1,000
1767
$5.24K ﹤0.01%
+484
1768
$5.21K ﹤0.01%
173
-1,232
1769
$5.21K ﹤0.01%
186
1770
$5.18K ﹤0.01%
62
1771
$5.17K ﹤0.01%
21
-12
1772
$5.13K ﹤0.01%
+679
1773
$5.1K ﹤0.01%
555
1774
$5.08K ﹤0.01%
80
+57
1775
$5.07K ﹤0.01%
+324
69 70
71
72 73