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
1976
$1.97K ﹤0.01%
353
1977
$1.96K ﹤0.01%
+9
1978
$1.95K ﹤0.01%
15
1979
$1.91K ﹤0.01%
61
1980
$1.9K ﹤0.01%
6
1981
$1.88K ﹤0.01%
57
1982
$1.87K ﹤0.01%
157
1983
$1.87K ﹤0.01%
80
1984
$1.85K ﹤0.01%
+29
1985
$1.85K ﹤0.01%
610
1986
$1.85K ﹤0.01%
79
1987
$1.83K ﹤0.01%
23
-3
1988
$1.82K ﹤0.01%
154
-1,183
1989
$1.79K ﹤0.01%
+35
1990
$1.78K ﹤0.01%
10
-4
1991
$1.77K ﹤0.01%
36
1992
$1.76K ﹤0.01%
27
1993
$1.75K ﹤0.01%
48
+22
1994
$1.75K ﹤0.01%
3
1995
$1.74K ﹤0.01%
10
+1
1996
$1.72K ﹤0.01%
127
1997
$1.71K ﹤0.01%
23
1998
$1.7K ﹤0.01%
45
+13
1999
$1.69K ﹤0.01%
67
2000
$1.67K ﹤0.01%
813
78 79
80
81 82