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
2126
$697 ﹤0.01%
23
2127
$697 ﹤0.01%
20
2128
$686 ﹤0.01%
+14
2129
$686 ﹤0.01%
+38
2130
$668 ﹤0.01%
20
2131
$666 ﹤0.01%
+4
2132
$664 ﹤0.01%
19
2133
$663 ﹤0.01%
31
2134
$655 ﹤0.01%
20
2135
$642 ﹤0.01%
+20
2136
$640 ﹤0.01%
7
2137
$634 ﹤0.01%
14
2138
$632 ﹤0.01%
8
+4
2139
$631 ﹤0.01%
6
2140
$623 ﹤0.01%
17
2141
$620 ﹤0.01%
9
2142
$619 ﹤0.01%
6
+4
2143
$617 ﹤0.01%
5
+4
2144
$612 ﹤0.01%
+15
2145
$608 ﹤0.01%
49
2146
$606 ﹤0.01%
24
-44
2147
$601 ﹤0.01%
+30
2148
$590 ﹤0.01%
20
2149
$585 ﹤0.01%
5
2150
$577 ﹤0.01%
5
84 85
86
87 88