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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
$2.51B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,455
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.31M
3
+$6.73M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$6.2M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.55M

Top Sells

1
+$7.18M
2
+$6.23M
3
+$5.32M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.53M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.23M

Sector Composition

1 Technology 6.74%
2 Financials 5.9%
3 Healthcare 3.14%
4 Industrials 3.02%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
– –
0
2302
$8 ﹤0.01%
13
2303
$8 ﹤0.01%
1
2304
$4 ﹤0.01%
1
2305
$3 ﹤0.01%
+1
2306
$3 ﹤0.01%
1
2307
– –
-1,239
2308
– –
-22,469
2309
– –
-70,040
2310
– –
-357
2311
– –
0
2312
– –
-2
2313
– –
-64
2314
– –
-1,800
2315
– –
-1,105
2316
– –
-3,360
2317
– –
-3
2318
– –
-2
2319
– –
-5,790
2320
– –
-1,000
2321
– –
0
2322
– –
-4
2323
– –
-80
2324
– –
-1,932
2325
– –
-2
91 92
93
94 95