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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
1851
– –
-846
1852
– –
-585
1853
– –
-1,242
1854
– –
-1,064
1855
– –
-213
1856
– –
-129
1857
– –
-1,303
1858
– –
-10,900
1859
– –
-252
1860
– –
-368
1861
– –
-1,500
1862
– –
0
1863
– –
-1,074
1864
– –
-1,363
1865
– –
-362
1866
– –
-1,032
1867
– –
-14,691
1868
– –
-588
1869
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-119
1870
– –
-1,477
1871
– –
-1,120
1872
– –
-33
1873
– –
-241
1874
– –
-28
1875
– –
-1,053
73 74
75
76 77