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
2051
$1.22K ﹤0.01%
109
-1
2052
$1.22K ﹤0.01%
+58
2053
$1.21K ﹤0.01%
69
+36
2054
$1.21K ﹤0.01%
+50
2055
$1.2K ﹤0.01%
1,357
2056
$1.19K ﹤0.01%
210
+209
2057
$1.19K ﹤0.01%
18
+11
2058
$1.19K ﹤0.01%
28
+7
2059
$1.18K ﹤0.01%
5
2060
$1.18K ﹤0.01%
4
-2
2061
$1.18K ﹤0.01%
26
+6
2062
$1.17K ﹤0.01%
100
2063
$1.17K ﹤0.01%
+34
2064
$1.13K ﹤0.01%
1,079
2065
$1.08K ﹤0.01%
32
2066
$1.07K ﹤0.01%
200
-1,789
2067
$1.07K ﹤0.01%
200
2068
$1.04K ﹤0.01%
32
-505
2069
$1.04K ﹤0.01%
25
2070
$1.04K ﹤0.01%
35
2071
$1.01K ﹤0.01%
8
2072
$997 ﹤0.01%
22
+6
2073
$984 ﹤0.01%
14
+10
2074
$978 ﹤0.01%
300
2075
$971 ﹤0.01%
13
81 82
83
84 85