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
651
$4K ﹤0.01%
76
652
$4K ﹤0.01%
81
653
$4K ﹤0.01%
60
654
$3K ﹤0.01%
4,346
+720
655
$3K ﹤0.01%
+50
656
$3K ﹤0.01%
4
657
$3K ﹤0.01%
61
658
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100
659
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300
660
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84
661
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228
662
$3K ﹤0.01%
77
663
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17
664
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125
665
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110
666
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50
667
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668
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58
669
$3K ﹤0.01%
200
+100
670
$3K ﹤0.01%
187
671
$3K ﹤0.01%
45
672
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39
673
$3K ﹤0.01%
62
674
$3K ﹤0.01%
31
675
$3K ﹤0.01%
26
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