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
2251
$118 ﹤0.01%
+1
2252
$118 ﹤0.01%
+3
2253
$112 ﹤0.01%
20
2254
$111 ﹤0.01%
+1
2255
$111 ﹤0.01%
6
2256
$109 ﹤0.01%
+1
2257
$107 ﹤0.01%
+1
2258
$102 ﹤0.01%
50
2259
$100 ﹤0.01%
100
-1,327
2260
$100 ﹤0.01%
100
2261
$100 ﹤0.01%
100
2262
$100 ﹤0.01%
100
2263
$100 ﹤0.01%
100
2264
$100 ﹤0.01%
100
2265
$91 ﹤0.01%
2
2266
$88 ﹤0.01%
+1
2267
$87 ﹤0.01%
+2
2268
$86 ﹤0.01%
+1
2269
$73 ﹤0.01%
51
2270
$72 ﹤0.01%
2
-10
2271
$68 ﹤0.01%
+1
2272
$66 ﹤0.01%
+69
2273
$65 ﹤0.01%
1
2274
$60 ﹤0.01%
3
2275
$59 ﹤0.01%
+1
89 90
91
92 93