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
$468M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$568K
3
+$494K
4
WMB icon
Williams Companies
WMB
+$458K
5
ACGL icon
Arch Capital
ACGL
+$418K

Top Sells

1
+$575K
2
+$380K
3
+$357K
4
EBAY icon
eBay
EBAY
+$328K
5
MKL icon
Markel Group
MKL
+$319K

Sector Composition

1 Financials 9.89%
2 Healthcare 7.22%
3 Technology 7.14%
4 Industrials 6.37%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.08%
7,223
+1,176
227
$375K 0.08%
13,550
228
$371K 0.08%
3,312
229
$370K 0.08%
4,625
+915
230
$366K 0.08%
21,014
-727
231
$365K 0.08%
2,300
-74
232
$361K 0.08%
2,267
+2,100
233
$360K 0.08%
8,253
+492
234
$358K 0.08%
11,050
235
$351K 0.07%
5,397
+387
236
$350K 0.07%
1,435
-244
237
$343K 0.07%
6,097
-451
238
$341K 0.07%
2,870
239
$340K 0.07%
2,493
240
$338K 0.07%
13,680
241
$337K 0.07%
4,530
242
$335K 0.07%
8,406
+3,192
243
$331K 0.07%
6,370
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244
$327K 0.07%
5,178
245
$322K 0.07%
7,400
246
$320K 0.07%
4,850
247
$319K 0.07%
10,369
+6,278
248
$319K 0.07%
3,630
249
$319K 0.07%
14,325
-1,935
250
$318K 0.07%
8,395
+90
8 9
10
11 12