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
1951
$2.36K ﹤0.01%
236
1952
$2.35K ﹤0.01%
290
+66
1953
$2.34K ﹤0.01%
89
1954
$2.33K ﹤0.01%
171
+40
1955
$2.31K ﹤0.01%
9
-144
1956
$2.3K ﹤0.01%
201
-35
1957
$2.28K ﹤0.01%
84
1958
$2.26K ﹤0.01%
398
1959
$2.26K ﹤0.01%
64
1960
$2.21K ﹤0.01%
78
1961
$2.19K ﹤0.01%
60
1962
$2.18K ﹤0.01%
34
1963
$2.18K ﹤0.01%
77
-2,700
1964
$2.17K ﹤0.01%
27
1965
$2.17K ﹤0.01%
81
+28
1966
$2.11K ﹤0.01%
225
1967
$2.11K ﹤0.01%
30
1968
$2.1K ﹤0.01%
+50
1969
$2.1K ﹤0.01%
76
+1
1970
$2.04K ﹤0.01%
69
-1,151
1971
$2.02K ﹤0.01%
7
1972
$2.02K ﹤0.01%
90
1973
$2.01K ﹤0.01%
135
+81
1974
$1.99K ﹤0.01%
147
1975
$1.99K ﹤0.01%
+123
77 78
79
80 81