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
376
$173K 0.04%
2,249
+376
377
$171K 0.04%
1,182
378
$171K 0.04%
3,831
379
$170K 0.04%
4,048
+304
380
$170K 0.04%
5,690
-100
381
$168K 0.04%
7,230
382
$168K 0.04%
8,715
+3,248
383
$168K 0.04%
3,940
384
$166K 0.04%
2,283
-100
385
$162K 0.03%
1,268
386
$160K 0.03%
7,439
387
$160K 0.03%
1,668
-217
388
$159K 0.03%
2,334
+4
389
$159K 0.03%
15,472
390
$158K 0.03%
1,057
+220
391
$156K 0.03%
+3,120
392
$155K 0.03%
3,606
-150
393
$154K 0.03%
6,737
394
$153K 0.03%
+1,910
395
$153K 0.03%
2,557
+182
396
$151K 0.03%
4,920
397
$151K 0.03%
2,851
+23
398
$150K 0.03%
3,360
-1,340
399
$150K 0.03%
2,790
400
$150K 0.03%
8,606
14 15
16
17 18