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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-287
1802
– –
-258
1803
– –
-1,143
1804
– –
-77
1805
– –
-32
1806
– –
-874
1807
– –
-143
1808
– –
-8
1809
– –
-23
1810
– –
-2,586
1811
– –
-101
1812
– –
-2,314
1813
– –
-2,266
1814
– –
-765
1815
– –
-1,970
1816
– –
-1,207
1817
– –
-108
1818
– –
-169
1819
– –
-311
1820
– –
-13
1821
– –
-15
1822
– –
-158
1823
– –
-15
1824
– –
-1,633
1825
– –
-1,420
71 72
73
74 75