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
2026
$1.48K ﹤0.01%
+260
2027
$1.47K ﹤0.01%
5
+1
2028
$1.47K ﹤0.01%
+194
2029
$1.44K ﹤0.01%
13
2030
$1.41K ﹤0.01%
25
2031
$1.41K ﹤0.01%
298
+296
2032
$1.41K ﹤0.01%
303
2033
$1.4K ﹤0.01%
50
2034
$1.4K ﹤0.01%
300
2035
$1.38K ﹤0.01%
5
-4
2036
$1.36K ﹤0.01%
213
2037
$1.35K ﹤0.01%
47
+27
2038
$1.34K ﹤0.01%
19
-7
2039
$1.34K ﹤0.01%
15
2040
$1.33K ﹤0.01%
500
2041
$1.33K ﹤0.01%
203
2042
$1.32K ﹤0.01%
+70
2043
$1.3K ﹤0.01%
57
+42
2044
$1.3K ﹤0.01%
50
-6
2045
$1.29K ﹤0.01%
750
-545
2046
$1.26K ﹤0.01%
208
-7
2047
$1.26K ﹤0.01%
+12
2048
$1.24K ﹤0.01%
55
-12
2049
$1.24K ﹤0.01%
7
2050
$1.23K ﹤0.01%
23
80 81
82
83 84