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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
2001
– –
-21
2002
– –
-15
2003
– –
-227
2004
– –
-2,178
2005
– –
-438
2006
– –
-50
2007
– –
-273
2008
– –
-624
2009
– –
-1,801
2010
– –
-25
2011
– –
-20
2012
– –
-1,950
2013
– –
-13
2014
– –
-609
2015
– –
-4
2016
– –
-76
2017
– –
-356
2018
– –
-912
2019
– –
-208
2020
– –
-279
2021
– –
-1,113
2022
– –
-216
2023
– –
-1,880
2024
– –
-146
2025
– –
-1
79 80
81
82 83