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
1826
$4.25K ﹤0.01%
39
-25
1827
$4.24K ﹤0.01%
1,738
1828
$4.23K ﹤0.01%
7
+2
1829
$4.23K ﹤0.01%
84
+24
1830
$4.23K ﹤0.01%
134
+81
1831
$4.22K ﹤0.01%
96
1832
$4.22K ﹤0.01%
88
1833
$4.22K ﹤0.01%
139
-5
1834
$4.21K ﹤0.01%
22
-2
1835
$4.21K ﹤0.01%
300
1836
$4.17K ﹤0.01%
625
+617
1837
$4.16K ﹤0.01%
166
1838
$4.14K ﹤0.01%
+134
1839
$4.13K ﹤0.01%
1,477
1840
$4.13K ﹤0.01%
1,325
1841
$4.11K ﹤0.01%
180
1842
$4.09K ﹤0.01%
+39
1843
$4.08K ﹤0.01%
23
1844
$4.08K ﹤0.01%
+174
1845
$4.07K ﹤0.01%
217
1846
$4.06K ﹤0.01%
42
+2
1847
$4.02K ﹤0.01%
80
+30
1848
$4.02K ﹤0.01%
95
1849
$3.99K ﹤0.01%
+25
1850
$3.97K ﹤0.01%
41
-121
72 73
74
75 76