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
2026
– –
-2,769
2027
– –
-47
2028
– –
-50
2029
– –
-1,390
2030
– –
-51
2031
– –
-20
2032
– –
-625
2033
– –
-3,708
2034
– –
-416
2035
– –
-49
2036
– –
-273
2037
– –
-525
2038
– –
-10,943
2039
– –
-331
2040
– –
-301
2041
– –
-297
2042
– –
-4,974
2043
– –
-1,802
2044
– –
-23
2045
– –
-335
2046
– –
-1,000
2047
– –
-405
2048
– –
-432
2049
– –
-1,270
2050
– –
-3
80 81
82
83 84