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
2151
$576 ﹤0.01%
5
2152
$575 ﹤0.01%
31
2153
$573 ﹤0.01%
9
+1
2154
$572 ﹤0.01%
7
2155
$571 ﹤0.01%
205
2156
$569 ﹤0.01%
+3
2157
$565 ﹤0.01%
258
2158
$551 ﹤0.01%
10
2159
$548 ﹤0.01%
+14
2160
$543 ﹤0.01%
14
2161
$542 ﹤0.01%
1
2162
$542 ﹤0.01%
24
-350
2163
$538 ﹤0.01%
8
2164
$537 ﹤0.01%
+119
2165
$528 ﹤0.01%
+8
2166
$525 ﹤0.01%
7
2167
$516 ﹤0.01%
+3
2168
$503 ﹤0.01%
26
2169
$498 ﹤0.01%
15
2170
$495 ﹤0.01%
11
2171
$495 ﹤0.01%
285
2172
$492 ﹤0.01%
200
2173
$487 ﹤0.01%
13
-92
2174
$470 ﹤0.01%
+15
2175
$466 ﹤0.01%
8
-53
85 86
87
88 89