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
476
$57K 0.01%
2,264
+14
477
$57K 0.01%
6,679
+7
478
$56K 0.01%
+395
479
$56K 0.01%
676
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480
$54K 0.01%
4,000
481
$54K 0.01%
1,840
482
$50K 0.01%
1,929
+5
483
$50K 0.01%
266
-2
484
$50K 0.01%
1,170
+1
485
$49K 0.01%
1,381
+315
486
$47K 0.01%
1,387
487
$47K 0.01%
135
488
$46K 0.01%
575
489
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325
490
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2,100
491
$44K 0.01%
2,490
492
$43K 0.01%
+564
493
$43K 0.01%
765
494
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495
$42K 0.01%
394
496
$40K 0.01%
552
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497
$39K 0.01%
2,301
498
$39K 0.01%
311
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499
$39K 0.01%
757
500
$38K 0.01%
3,578
-1,000
18 19
20
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