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
551
$16K ﹤0.01%
126
552
$15K ﹤0.01%
216
-120
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799
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557
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+400
558
$14K ﹤0.01%
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757
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560
$13K ﹤0.01%
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561
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426
+3
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$12K ﹤0.01%
1
-1
566
$12K ﹤0.01%
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567
$12K ﹤0.01%
10
-266
568
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569
$12K ﹤0.01%
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+2
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$11K ﹤0.01%
150
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$11K ﹤0.01%
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572
$11K ﹤0.01%
100
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$11K ﹤0.01%
60
574
$11K ﹤0.01%
286
-100
575
$11K ﹤0.01%
+121
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