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
2076
$956 ﹤0.01%
139
2077
$953 ﹤0.01%
+9
2078
$947 ﹤0.01%
13
2079
$927 ﹤0.01%
300
2080
$924 ﹤0.01%
11
2081
$916 ﹤0.01%
26
+7
2082
$898 ﹤0.01%
10
2083
$896 ﹤0.01%
23
+7
2084
$894 ﹤0.01%
45
2085
$894 ﹤0.01%
20
2086
$892 ﹤0.01%
70
2087
$889 ﹤0.01%
+18
2088
$888 ﹤0.01%
12
2089
$885 ﹤0.01%
+30
2090
$882 ﹤0.01%
8
+4
2091
$875 ﹤0.01%
322
2092
$868 ﹤0.01%
7
2093
$858 ﹤0.01%
13
2094
$855 ﹤0.01%
23
2095
$820 ﹤0.01%
41
2096
$818 ﹤0.01%
50
2097
$810 ﹤0.01%
300
2098
$806 ﹤0.01%
129
-72
2099
$803 ﹤0.01%
6
+4
2100
$792 ﹤0.01%
+11
82 83
84
85 86