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
1876
$3.55K ﹤0.01%
68
1877
$3.52K ﹤0.01%
141
-5
1878
$3.5K ﹤0.01%
66
1879
$3.49K ﹤0.01%
314
1880
$3.48K ﹤0.01%
+87
1881
$3.48K ﹤0.01%
+170
1882
$3.47K ﹤0.01%
27
1883
$3.43K ﹤0.01%
+134
1884
$3.43K ﹤0.01%
268
1885
$3.43K ﹤0.01%
67
1886
$3.41K ﹤0.01%
37
1887
$3.38K ﹤0.01%
+147
1888
$3.36K ﹤0.01%
71
1889
$3.35K ﹤0.01%
62
-80
1890
$3.33K ﹤0.01%
15
1891
$3.27K ﹤0.01%
+48
1892
$3.25K ﹤0.01%
35
1893
$3.19K ﹤0.01%
+50
1894
$3.17K ﹤0.01%
300
+250
1895
$3.14K ﹤0.01%
72
1896
$3.09K ﹤0.01%
+200
1897
$3.06K ﹤0.01%
62
1898
$3.05K ﹤0.01%
500
1899
$3.03K ﹤0.01%
80
+7
1900
$3K ﹤0.01%
151
74 75
76
77 78