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
601
$8K ﹤0.01%
43
602
$8K ﹤0.01%
400
603
$7K ﹤0.01%
100
604
$7K ﹤0.01%
144
605
$7K ﹤0.01%
216
606
$7K ﹤0.01%
128
607
$7K ﹤0.01%
58
608
$7K ﹤0.01%
50
609
$7K ﹤0.01%
+523
610
$7K ﹤0.01%
100
611
$7K ﹤0.01%
100
612
$7K ﹤0.01%
+25
613
$6K ﹤0.01%
150
614
$6K ﹤0.01%
120
615
$6K ﹤0.01%
+100
616
$6K ﹤0.01%
100
617
$6K ﹤0.01%
128
618
$6K ﹤0.01%
55
619
$6K ﹤0.01%
13
620
$6K ﹤0.01%
75
621
$6K ﹤0.01%
56
622
$6K ﹤0.01%
73
623
$6K ﹤0.01%
305
+6
624
$6K ﹤0.01%
43
625
$6K ﹤0.01%
97