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
326
$213K 0.05%
6,817
327
$212K 0.05%
3,280
+550
328
$211K 0.05%
5,010
-4,130
329
$209K 0.04%
1,850
+1,645
330
$208K 0.04%
1,478
+196
331
$206K 0.04%
+27,073
332
$205K 0.04%
2,679
-1,084
333
$204K 0.04%
1,671
-175
334
$204K 0.04%
13,572
+1,523
335
$203K 0.04%
10,831
+1,856
336
$203K 0.04%
1,830
+331
337
$202K 0.04%
3,742
+192
338
$201K 0.04%
1,665
339
$200K 0.04%
4,239
340
$200K 0.04%
16,467
341
$199K 0.04%
2,131
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342
$199K 0.04%
3,761
-200
343
$199K 0.04%
9,297
344
$197K 0.04%
2,423
345
$197K 0.04%
2,594
346
$195K 0.04%
869
+336
347
$195K 0.04%
10,529
-1,897
348
$194K 0.04%
10,375
+2,205
349
$194K 0.04%
3,210
+600
350
$194K 0.04%
573
12 13
14
15 16