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
201
$1.6M 0.06%
9,179
-272
202
$1.6M 0.06%
72,691
-4,377
203
$1.58M 0.06%
14,414
-404
204
$1.57M 0.06%
7,927
-885
205
$1.56M 0.06%
114,601
+1,007
206
$1.54M 0.06%
5,677
-45
207
$1.53M 0.06%
32,504
-3
208
$1.53M 0.06%
32,277
-2,636
209
$1.52M 0.06%
12,359
+348
210
$1.52M 0.06%
3,977
+77
211
$1.51M 0.06%
52,177
+798
212
$1.5M 0.06%
121,506
+1,762
213
$1.5M 0.06%
10,697
-1,318
214
$1.5M 0.06%
28,165
-4,100
215
$1.49M 0.06%
8,603
-103
216
$1.49M 0.06%
20,784
+180
217
$1.49M 0.06%
8,840
-640
218
$1.45M 0.06%
6,641
-266
219
$1.44M 0.06%
20,667
+81
220
$1.44M 0.06%
24,262
-5,122
221
$1.42M 0.06%
16,149
-175
222
$1.4M 0.06%
22,571
+9
223
$1.39M 0.06%
54,084
-5,794
224
$1.38M 0.06%
8,435
-624
225
$1.36M 0.05%
12,012
+433
7 8
9
10 11