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
351
$193K 0.04%
1,475
+13
352
$191K 0.04%
1,492
353
$190K 0.04%
2,531
+44
354
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355
$190K 0.04%
508
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356
$190K 0.04%
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-391
357
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358
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12,716
+1,719
360
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1,442
361
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3,148
362
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363
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3,738
364
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365
$183K 0.04%
8,610
+3,201
366
$182K 0.04%
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368
$181K 0.04%
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369
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+5,460
370
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1,113
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371
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5,673
372
$178K 0.04%
3,727
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373
$177K 0.04%
2,985
374
$177K 0.04%
2,332
375
$175K 0.04%
3,024
13 14
15
16 17