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
1901
$2.97K ﹤0.01%
105
1902
$2.96K ﹤0.01%
67
1903
$2.94K ﹤0.01%
83
+55
1904
$2.93K ﹤0.01%
90
1905
$2.93K ﹤0.01%
153
-147
1906
$2.92K ﹤0.01%
10
1907
$2.91K ﹤0.01%
146
-1,435
1908
$2.9K ﹤0.01%
258
-7
1909
$2.89K ﹤0.01%
213
+6
1910
$2.88K ﹤0.01%
+13
1911
$2.88K ﹤0.01%
388
+20
1912
$2.86K ﹤0.01%
+99
1913
$2.84K ﹤0.01%
132
+25
1914
$2.83K ﹤0.01%
54
1915
$2.81K ﹤0.01%
+1,547
1916
$2.81K ﹤0.01%
10
1917
$2.81K ﹤0.01%
538
1918
$2.8K ﹤0.01%
68
-53
1919
$2.8K ﹤0.01%
+100
1920
$2.75K ﹤0.01%
156
1921
$2.74K ﹤0.01%
65
+19
1922
$2.74K ﹤0.01%
+262
1923
$2.74K ﹤0.01%
+85
1924
$2.73K ﹤0.01%
23
+7
1925
$2.67K ﹤0.01%
233
-1,417
75 76
77
78 79