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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
2051
– –
-1,607
2052
– –
-167
2053
– –
-80
2054
– –
-1,145
2055
– –
-4,608
2056
– –
-309
2057
– –
-328
2058
– –
-66
2059
– –
-1
2060
– –
-593
2061
– –
-129
2062
– –
-141
2063
– –
-4,418
2064
– –
-3
2065
– –
-73
2066
– –
-155
2067
– –
-132
2068
– –
-2,448
2069
– –
-3,690
2070
– –
-1,049
2071
– –
-200
2072
– –
-4
2073
– –
0
2074
– –
-8
2075
– –
-786
81 82
83
84 85