We are live on ! Find out more
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
2376
– –
-350
2377
– –
-58
2378
– –
-198
2379
– –
-104
2380
– –
-2
2381
– –
-37
2382
– –
-2,200
2383
– –
-620
2384
– –
-28
2385
– –
-57
2386
– –
-5,062
2387
– –
-6
2388
– –
-766
2389
– –
-200
2390
– –
0
2391
– –
-5,585
2392
– –
-346
2393
– –
-2
2394
– –
0
2395
– –
-2
2396
– –
-418
2397
– –
-392
2398
– –
-323
2399
– –
-422
2400
– –
0
94 95
96
97 98