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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
1926
– –
-1,418
1927
– –
-10
1928
– –
-364
1929
– –
-737
1930
– –
-750
1931
– –
-92
1932
– –
-1,000
1933
– –
-1,626
1934
– –
-535
1935
– –
-38
1936
– –
-346
1937
– –
-10
1938
– –
-667
1939
– –
-824
1940
– –
-3
1941
– –
-2,257
1942
– –
-27
1943
– –
-400
1944
– –
-1,435
1945
– –
-8,604
1946
– –
-498
1947
– –
-100
1948
– –
-5
1949
– –
-43
1950
– –
-152
76 77
78
79 80