AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1976
– –
-198
1977
– –
-738
1978
– –
-105
1979
– –
-105
1980
– –
-2,211
1981
– –
-65
1982
– –
-124
1983
– –
-60
1984
– –
-1,010
1985
– –
-1,081
1986
– –
-42
1987
– –
-1,621
1988
– –
-77
1989
– –
-33
1990
– –
-1
1991
– –
-100
1992
– –
-444
1993
– –
-2,196
1994
– –
-2,624
1995
– –
-2,050
1996
– –
-61
1997
– –
-25
1998
– –
-1,100
1999
– –
-10,092
2000
– –
-7
78 79
80
81 82