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
501
$38K 0.01%
+2,400
502
$37K 0.01%
995
503
$37K 0.01%
235
504
$36K 0.01%
2,217
505
$36K 0.01%
522
506
$35K 0.01%
456
+333
507
$35K 0.01%
1,272
+206
508
$34K 0.01%
225
509
$34K 0.01%
500
510
$33K 0.01%
658
+103
511
$33K 0.01%
253
-149
512
$33K 0.01%
700
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513
$33K 0.01%
518
514
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1,000
515
$32K 0.01%
288
+1
516
$31K 0.01%
481
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517
$31K 0.01%
465
518
$30K 0.01%
404
519
$30K 0.01%
894
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520
$29K 0.01%
143
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521
$29K 0.01%
200
522
$28K 0.01%
4,000
+1,200
523
$28K 0.01%
478
524
$27K 0.01%
134
+1
525
$27K 0.01%
1,242
19 20
21
22 23