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
1926
$2.66K ﹤0.01%
724
1927
$2.66K ﹤0.01%
5
1928
$2.64K ﹤0.01%
+51
1929
$2.63K ﹤0.01%
689
-77
1930
$2.6K ﹤0.01%
1,307
1931
$2.6K ﹤0.01%
39
-2
1932
$2.59K ﹤0.01%
27
+9
1933
$2.59K ﹤0.01%
749
1934
$2.58K ﹤0.01%
88
1935
$2.58K ﹤0.01%
51
1936
$2.57K ﹤0.01%
153
1937
$2.57K ﹤0.01%
211
-2,549
1938
$2.55K ﹤0.01%
110
+26
1939
$2.55K ﹤0.01%
22
1940
$2.55K ﹤0.01%
71
-830
1941
$2.54K ﹤0.01%
194
+21
1942
$2.54K ﹤0.01%
65
-1
1943
$2.52K ﹤0.01%
34
+3
1944
$2.51K ﹤0.01%
99
-311
1945
$2.47K ﹤0.01%
223
+143
1946
$2.46K ﹤0.01%
+15
1947
$2.4K ﹤0.01%
294
1948
$2.4K ﹤0.01%
185
+3
1949
$2.39K ﹤0.01%
18
-15
1950
$2.37K ﹤0.01%
+358
76 77
78
79 80