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
1801
$4.58K ﹤0.01%
143
1802
$4.58K ﹤0.01%
408
-2,980
1803
$4.58K ﹤0.01%
99
1804
$4.55K ﹤0.01%
118
1805
$4.54K ﹤0.01%
180
+12
1806
$4.53K ﹤0.01%
44
1807
$4.53K ﹤0.01%
542
1808
$4.53K ﹤0.01%
60
+9
1809
$4.52K ﹤0.01%
40
-16
1810
$4.51K ﹤0.01%
1,113
-2,000
1811
$4.48K ﹤0.01%
259
1812
$4.48K ﹤0.01%
87
+79
1813
$4.47K ﹤0.01%
+99
1814
$4.46K ﹤0.01%
50
+1
1815
$4.45K ﹤0.01%
200
1816
$4.43K ﹤0.01%
365
1817
$4.41K ﹤0.01%
125
1818
$4.38K ﹤0.01%
151
+12
1819
$4.38K ﹤0.01%
606
1820
$4.37K ﹤0.01%
114
1821
$4.36K ﹤0.01%
39
-1
1822
$4.35K ﹤0.01%
259
1823
$4.34K ﹤0.01%
25
1824
$4.33K ﹤0.01%
18
+3
1825
$4.26K ﹤0.01%
101
71 72
73
74 75