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
1776
$5.07K ﹤0.01%
47
-3
1777
$5.07K ﹤0.01%
20
-6
1778
$5.07K ﹤0.01%
126
1779
$5.04K ﹤0.01%
111
1780
$5.02K ﹤0.01%
162
1781
$5.01K ﹤0.01%
90
-62
1782
$5.01K ﹤0.01%
70
1783
$4.95K ﹤0.01%
110
1784
$4.92K ﹤0.01%
40
+2
1785
$4.89K ﹤0.01%
+396
1786
$4.89K ﹤0.01%
300
1787
$4.88K ﹤0.01%
1,167
1788
$4.83K ﹤0.01%
220
1789
$4.82K ﹤0.01%
355
1790
$4.8K ﹤0.01%
539
1791
$4.8K ﹤0.01%
56
1792
$4.79K ﹤0.01%
341
+3
1793
$4.79K ﹤0.01%
+4,311
1794
$4.77K ﹤0.01%
400
1795
$4.74K ﹤0.01%
+168
1796
$4.72K ﹤0.01%
+200
1797
$4.71K ﹤0.01%
153
-67
1798
$4.71K ﹤0.01%
20
1799
$4.66K ﹤0.01%
37
-39
1800
$4.63K ﹤0.01%
+117
70 71
72
73 74