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
2226
$179 ﹤0.01%
+2
2227
$175 ﹤0.01%
200
2228
$167 ﹤0.01%
32
2229
$166 ﹤0.01%
8
2230
$164 ﹤0.01%
17
2231
$160 ﹤0.01%
91
-30
2232
$160 ﹤0.01%
24
2233
$158 ﹤0.01%
+2
2234
$157 ﹤0.01%
2
2235
$156 ﹤0.01%
22
2236
$152 ﹤0.01%
+3
2237
$150 ﹤0.01%
21
2238
$149 ﹤0.01%
7
2239
$147 ﹤0.01%
25
2240
$146 ﹤0.01%
31
2241
$145 ﹤0.01%
+4
2242
$141 ﹤0.01%
3
-97
2243
$139 ﹤0.01%
24
2244
$137 ﹤0.01%
5
2245
$136 ﹤0.01%
40
2246
$134 ﹤0.01%
7
-41
2247
$130 ﹤0.01%
6
-7
2248
$127 ﹤0.01%
+2
2249
$127 ﹤0.01%
14
2250
$123 ﹤0.01%
+1
88 89
90
91 92