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
176
$1.87M 0.07%
77,699
-16,388
177
$1.86M 0.07%
12,062
+1,427
178
$1.84M 0.07%
23,607
-742
179
$1.83M 0.07%
32,996
+8,236
180
$1.83M 0.07%
17,469
+215
181
$1.8M 0.07%
77,238
+33,014
182
$1.78M 0.07%
29,000
183
$1.74M 0.07%
8,062
-9
184
$1.72M 0.07%
9,012
-153
185
$1.71M 0.07%
8,538
+274
186
$1.7M 0.07%
63,327
+3,251
187
$1.69M 0.07%
59,366
-6,152
188
$1.68M 0.07%
28,643
-20
189
$1.68M 0.07%
17,551
-7
190
$1.68M 0.07%
72,758
+384
191
$1.67M 0.07%
14,247
+9,011
192
$1.67M 0.07%
68,165
+28,577
193
$1.67M 0.07%
36,872
+6,388
194
$1.66M 0.07%
8,210
-1,187
195
$1.66M 0.07%
29,869
+9
196
$1.65M 0.07%
25,076
-1,991
197
$1.62M 0.06%
3,299
+1
198
$1.61M 0.06%
29,377
+17,140
199
$1.61M 0.06%
6,237
200
$1.6M 0.06%
55,155
+2,351
6 7
8
9 10