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
76
$1.56M 0.33%
10,123
+35
77
$1.55M 0.33%
16,863
-58
78
$1.55M 0.33%
25,303
+2,125
79
$1.54M 0.33%
21,007
+22
80
$1.53M 0.33%
16,234
-128
81
$1.53M 0.33%
8,706
-160
82
$1.53M 0.33%
43,012
-6,847
83
$1.53M 0.33%
3,254
+3,056
84
$1.52M 0.32%
13,585
-1
85
$1.46M 0.31%
8,846
-227
86
$1.46M 0.31%
17,426
+446
87
$1.42M 0.3%
23,720
+120
88
$1.37M 0.29%
20,085
+411
89
$1.34M 0.29%
27,738
+13
90
$1.31M 0.28%
17,321
+2,831
91
$1.3M 0.28%
11,789
+671
92
$1.3M 0.28%
12,037
-643
93
$1.3M 0.28%
15,026
-3,524
94
$1.23M 0.26%
53,906
+4,985
95
$1.2M 0.26%
6,287
96
$1.17M 0.25%
10,542
-2
97
$1.13M 0.24%
20,704
+494
98
$1.1M 0.24%
6,712
-91
99
$1.05M 0.22%
20,188
-234
100
$1.04M 0.22%
13,913
2 3
4
5 6