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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
1826
– –
-51
1827
– –
-197
1828
– –
-162
1829
– –
-384
1830
– –
-224
1831
– –
-6,295
1832
– –
-804
1833
– –
-100
1834
– –
-56
1835
– –
-200
1836
– –
-529
1837
– –
-2,416
1838
– –
-65
1839
– –
-491
1840
– –
-1,738
1841
– –
-1,126
1842
– –
-11,976
1843
– –
-6,831
1844
– –
-1,653
1845
– –
-8
1846
– –
-257
1847
– –
-2,741
1848
– –
-2,178
1849
– –
-561
1850
– –
-756
72 73
74
75 76