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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
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-2
2402
– –
-371
2403
– –
-37
2404
– –
-883
2405
– –
-58
2406
– –
-2,110
2407
– –
-1,486
2408
– –
-300
2409
– –
-11
2410
– –
-191
2411
– –
-263
2412
– –
-3,284
2413
– –
-263
2414
– –
-542
2415
– –
-6,732
2416
– –
-2,731
2417
– –
-1,950
2418
– –
-74
2419
– –
-12,757
2420
– –
-1,391
2421
– –
-989
2422
– –
-1,707
2423
– –
-747
2424
– –
-4,250
2425
– –
-4,043
95 96
97
98 99