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
276
$276K 0.06%
3,056
277
$275K 0.06%
777
278
$274K 0.06%
5,368
279
$274K 0.06%
+2,774
280
$273K 0.06%
+2,945
281
$273K 0.06%
4,990
282
$272K 0.06%
1,670
283
$272K 0.06%
9,348
284
$272K 0.06%
5,311
285
$271K 0.06%
1,836
+1
286
$267K 0.06%
438
+60
287
$264K 0.06%
1,277
+1,216
288
$262K 0.06%
1,812
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289
$261K 0.06%
4,383
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290
$260K 0.06%
2,156
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291
$259K 0.06%
5,850
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292
$259K 0.06%
22,056
+60
293
$256K 0.05%
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294
$254K 0.05%
6,738
+1,219
295
$252K 0.05%
805
296
$251K 0.05%
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297
$251K 0.05%
2,190
298
$248K 0.05%
2,727
-259
299
$245K 0.05%
+2,244
300
$245K 0.05%
1,887
10 11
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