AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
51
$2.3M 0.49%
15,352
52
$2.3M 0.49%
27,483
-9
53
$2.26M 0.48%
26,869
-88
54
$2.24M 0.48%
44,850
+168
55
$2.24M 0.48%
21,319
+122
56
$2.23M 0.48%
35,730
+1,138
57
$2.2M 0.47%
41,420
+86
58
$2.19M 0.47%
25,791
-798
59
$2.16M 0.46%
14,693
-94
60
$2.15M 0.46%
25,850
-396
61
$2.08M 0.44%
13,171
+94
62
$2.03M 0.43%
21,540
-26
63
$1.99M 0.42%
6,837
-105
64
$1.98M 0.42%
67,129
+16,751
65
$1.94M 0.42%
16,802
-1,110
66
$1.94M 0.41%
15,937
+830
67
$1.91M 0.41%
59,776
+2,824
68
$1.87M 0.4%
22,800
+356
69
$1.85M 0.39%
21,359
-241
70
$1.81M 0.39%
10,399
-63
71
$1.78M 0.38%
10,725
+175
72
$1.77M 0.38%
84,914
-5,436
73
$1.7M 0.36%
7,558
+67
74
$1.68M 0.36%
8,088
-88
75
$1.56M 0.33%
26,876
+1,000
1 2
3
4 5