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
301
$242K 0.05%
650
-30
302
$242K 0.05%
4,356
303
$240K 0.05%
4,222
-359
304
$239K 0.05%
4,605
+17
305
$237K 0.05%
5,384
-76
306
$236K 0.05%
5,063
+350
307
$236K 0.05%
3,640
308
$235K 0.05%
15,769
309
$235K 0.05%
5,744
310
$235K 0.05%
9,983
+9,909
311
$231K 0.05%
10,884
312
$231K 0.05%
12,685
313
$231K 0.05%
4,040
+1,570
314
$231K 0.05%
13,694
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315
$230K 0.05%
7,170
316
$229K 0.05%
6,415
317
$229K 0.05%
3,750
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318
$228K 0.05%
5,494
+1,821
319
$227K 0.05%
1,130
-415
320
$222K 0.05%
810
321
$221K 0.05%
3,090
322
$219K 0.05%
2,060
323
$219K 0.05%
3,083
-482
324
$219K 0.05%
9,945
+696
325
$214K 0.05%
1,462
11 12
13
14 15