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
1851
$3.96K ﹤0.01%
91
1852
$3.95K ﹤0.01%
30
1853
$3.94K ﹤0.01%
23
-16
1854
$3.94K ﹤0.01%
41
+1
1855
$3.94K ﹤0.01%
190
1856
$3.93K ﹤0.01%
+25
1857
$3.92K ﹤0.01%
69
-52
1858
$3.92K ﹤0.01%
50
-26
1859
$3.86K ﹤0.01%
48
+14
1860
$3.85K ﹤0.01%
27
+1
1861
$3.84K ﹤0.01%
106
1862
$3.84K ﹤0.01%
+273
1863
$3.83K ﹤0.01%
35
+23
1864
$3.81K ﹤0.01%
143
1865
$3.8K ﹤0.01%
31
+4
1866
$3.79K ﹤0.01%
50
+36
1867
$3.78K ﹤0.01%
210
1868
$3.72K ﹤0.01%
285
1869
$3.71K ﹤0.01%
117
+36
1870
$3.7K ﹤0.01%
200
1871
$3.69K ﹤0.01%
74
+18
1872
$3.61K ﹤0.01%
115
1873
$3.59K ﹤0.01%
48
1874
$3.59K ﹤0.01%
129
1875
$3.58K ﹤0.01%
737
+89
73 74
75
76 77