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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-1,225
2202
– –
-1,024
2203
– –
-5,181
2204
– –
-157
2205
– –
-217
2206
– –
-418
2207
– –
-2,810
2208
– –
-131
2209
– –
-96
2210
– –
-44
2211
– –
-2,075
2212
– –
-57
2213
– –
-1,293
2214
– –
-512
2215
– –
-2,593
2216
– –
-101
2217
– –
-605
2218
– –
-586
2219
– –
-302
2220
– –
-2
2221
– –
-99
2222
– –
-4,406
2223
– –
-2,754
2224
– –
-44
2225
– –
-850
87 88
89
90 91