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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
2026
– –
-35
2027
– –
-507
2028
– –
-41
2029
– –
-90
2030
– –
-333
2031
– –
-1,830
2032
– –
-24
2033
– –
-77
2034
– –
-5,675
2035
– –
-129
2036
– –
-1,129
2037
– –
-2,639
2038
– –
-216
2039
– –
-512
2040
– –
-225
2041
– –
-2,998
2042
– –
-707
2043
– –
-4
2044
– –
-1,707
2045
– –
-16
2046
– –
-4,207
2047
– –
-630
2048
– –
-22
2049
– –
-1,668
2050
– –
-22
80 81
82
83 84