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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
2401
– –
-242
2402
– –
-9,235
2403
– –
-465
2404
– –
-3
2405
– –
0
2406
– –
-1,943
2407
– –
-479
2408
– –
-68
2409
– –
-103
2410
– –
-657
2411
– –
-248
2412
– –
-2,662
2413
– –
-126
2414
– –
-41
2415
– –
-10
2416
– –
0
2417
– –
-40
2418
– –
-6
2419
– –
-6
2420
– –
-106
2421
– –
-159
2422
– –
-663
2423
– –
0
2424
– –
-130
2425
– –
-6,280
95 96
97
98 99