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
401
$150K 0.03%
4,429
402
$149K 0.03%
1,210
-1,279
403
$147K 0.03%
1,079
404
$146K 0.03%
1,567
-351
405
$146K 0.03%
4,983
-952
406
$145K 0.03%
829
407
$144K 0.03%
3,212
408
$144K 0.03%
8,070
409
$143K 0.03%
3,923
+301
410
$140K 0.03%
2,618
411
$139K 0.03%
2,568
412
$135K 0.03%
14,585
+547
413
$135K 0.03%
1,723
+7
414
$134K 0.03%
2,940
-530
415
$133K 0.03%
+1,054
416
$133K 0.03%
1,140
417
$132K 0.03%
1,880
-1,020
418
$132K 0.03%
2,349
419
$127K 0.03%
2,309
420
$126K 0.03%
+1,610
421
$126K 0.03%
712
-119
422
$125K 0.03%
775
423
$125K 0.03%
3,990
424
$121K 0.03%
5,688
+1,237
425
$121K 0.03%
2,778
15 16
17
18 19