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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
1876
– –
-433
1877
– –
-6
1878
– –
-1,217
1879
– –
-1,824
1880
– –
-16
1881
– –
-370
1882
– –
-65
1883
– –
-1,525
1884
– –
-173
1885
– –
-771
1886
– –
-212
1887
– –
-899
1888
– –
-220
1889
– –
-85
1890
– –
-90
1891
– –
-215
1892
– –
-32
1893
– –
-203
1894
– –
-39
1895
– –
-205
1896
– –
-5,639
1897
– –
-6
1898
– –
-100
1899
– –
-4,987
1900
– –
-15
74 75
76
77 78