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
251
$318K 0.07%
6,552
+487
252
$317K 0.07%
2,240
-440
253
$317K 0.07%
2,487
254
$311K 0.07%
3,072
+2,867
255
$310K 0.07%
2,119
256
$306K 0.07%
2,836
+107
257
$303K 0.06%
3,239
258
$302K 0.06%
3,620
-30
259
$301K 0.06%
3,825
+3,693
260
$299K 0.06%
1,243
+1,213
261
$299K 0.06%
1,370
262
$295K 0.06%
4,800
+600
263
$294K 0.06%
15,960
+2,070
264
$293K 0.06%
8,688
+1
265
$293K 0.06%
15,654
+2,808
266
$293K 0.06%
+1,921
267
$288K 0.06%
2,670
+180
268
$288K 0.06%
2,130
269
$286K 0.06%
1,058
+958
270
$284K 0.06%
2,620
271
$284K 0.06%
8,320
272
$282K 0.06%
1,687
273
$282K 0.06%
2,790
+1,190
274
$279K 0.06%
2,438
+548
275
$278K 0.06%
1,125
9 10
11
12 13