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
451
$86K 0.02%
450
452
$86K 0.02%
234
453
$85K 0.02%
2,500
454
$84K 0.02%
6,855
+17
455
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456
$80K 0.02%
1,520
457
$77K 0.02%
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458
$74K 0.02%
1,050
459
$73K 0.02%
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-1,000
460
$72K 0.02%
780
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461
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1,336
-4,797
462
$71K 0.02%
2,419
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463
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464
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3,689
465
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466
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1,017
467
$68K 0.01%
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1,728
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1,318
471
$62K 0.01%
591
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473
$59K 0.01%
2,534
474
$59K 0.01%
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475
$59K 0.01%
883
17 18
19
20 21