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
2276
– –
0
2277
$51 ﹤0.01%
7
2278
$49 ﹤0.01%
6
2279
$45 ﹤0.01%
10
2280
$42 ﹤0.01%
2
2281
– –
0
2282
$39 ﹤0.01%
1
2283
$35 ﹤0.01%
2
2284
$33 ﹤0.01%
5
-70
2285
$33 ﹤0.01%
+3
2286
$31 ﹤0.01%
3
2287
$29 ﹤0.01%
+2
2288
$28 ﹤0.01%
1
-725
2289
$23 ﹤0.01%
+3
2290
$22 ﹤0.01%
+16
2291
$22 ﹤0.01%
200
2292
$19 ﹤0.01%
1
2293
$19 ﹤0.01%
1,576
-50
2294
$18 ﹤0.01%
1
2295
$18 ﹤0.01%
+13
2296
$18 ﹤0.01%
+10
2297
$14 ﹤0.01%
+13
2298
$14 ﹤0.01%
+7
2299
$12 ﹤0.01%
+3
2300
$10 ﹤0.01%
4
90 91
92
93 94