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
2101
$788 ﹤0.01%
6
-12
2102
$778 ﹤0.01%
118
+18
2103
$777 ﹤0.01%
8
-13
2104
$772 ﹤0.01%
16
2105
$766 ﹤0.01%
10
2106
$766 ﹤0.01%
7
-2
2107
$763 ﹤0.01%
20
2108
$758 ﹤0.01%
33
2109
$751 ﹤0.01%
18
+14
2110
$747 ﹤0.01%
54
2111
$746 ﹤0.01%
43
2112
$743 ﹤0.01%
12
2113
$738 ﹤0.01%
69
+19
2114
$737 ﹤0.01%
10
2115
$735 ﹤0.01%
26
-68
2116
$733 ﹤0.01%
32
2117
$729 ﹤0.01%
17
-92
2118
$727 ﹤0.01%
240
2119
$726 ﹤0.01%
62
-24
2120
$725 ﹤0.01%
+50
2121
$725 ﹤0.01%
+14
2122
$721 ﹤0.01%
37
2123
$719 ﹤0.01%
15
2124
$719 ﹤0.01%
+2
2125
$707 ﹤0.01%
16
83 84
85
86 87