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
2176
$463 ﹤0.01%
6
2177
$463 ﹤0.01%
76
-2
2178
$460 ﹤0.01%
10
2179
$448 ﹤0.01%
6
2180
$444 ﹤0.01%
26
2181
$437 ﹤0.01%
1
2182
$434 ﹤0.01%
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2183
$434 ﹤0.01%
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2184
$424 ﹤0.01%
+2
2185
$423 ﹤0.01%
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2186
$391 ﹤0.01%
8
2187
$388 ﹤0.01%
45
2188
$383 ﹤0.01%
5
2189
$376 ﹤0.01%
1
2190
$369 ﹤0.01%
+6
2191
$367 ﹤0.01%
+6
2192
$365 ﹤0.01%
203
2193
$361 ﹤0.01%
16
2194
$358 ﹤0.01%
37
2195
$354 ﹤0.01%
4
+3
2196
$350 ﹤0.01%
5
-136
2197
$349 ﹤0.01%
15
2198
$348 ﹤0.01%
2
2199
$336 ﹤0.01%
84
2200
$318 ﹤0.01%
68
+5
86 87
88
89 90