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
2001
$1.66K ﹤0.01%
245
2002
$1.66K ﹤0.01%
28
-14
2003
$1.65K ﹤0.01%
122
2004
$1.65K ﹤0.01%
600
2005
$1.64K ﹤0.01%
38
2006
$1.64K ﹤0.01%
5
+4
2007
$1.64K ﹤0.01%
10
+2
2008
$1.63K ﹤0.01%
139
2009
$1.61K ﹤0.01%
26
+11
2010
$1.61K ﹤0.01%
17
+7
2011
$1.61K ﹤0.01%
200
2012
$1.6K ﹤0.01%
202
2013
$1.6K ﹤0.01%
31
2014
$1.59K ﹤0.01%
10
+4
2015
$1.57K ﹤0.01%
+174
2016
$1.57K ﹤0.01%
33
2017
$1.57K ﹤0.01%
+200
2018
$1.56K ﹤0.01%
+46
2019
$1.56K ﹤0.01%
5
+2
2020
$1.56K ﹤0.01%
92
2021
$1.54K ﹤0.01%
69
+1
2022
$1.53K ﹤0.01%
+51
2023
$1.5K ﹤0.01%
10
+2
2024
$1.49K ﹤0.01%
+250
2025
$1.48K ﹤0.01%
50
79 80
81
82 83