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
101
$1.04M 0.22%
11,881
-42
102
$1M 0.21%
6,424
103
$1M 0.21%
18,136
-4
104
$974K 0.21%
20,292
105
$973K 0.21%
44,721
106
$935K 0.2%
16,250
107
$931K 0.2%
7,977
108
$923K 0.2%
21,612
-6,641
109
$917K 0.2%
23,973
+4,297
110
$912K 0.19%
6,111
111
$905K 0.19%
5,620
112
$899K 0.19%
9,015
+5
113
$869K 0.19%
5,157
+1
114
$856K 0.18%
5,695
115
$854K 0.18%
28,060
+2,200
116
$849K 0.18%
29,565
-125
117
$846K 0.18%
18,316
+1
118
$840K 0.18%
15,006
+3,794
119
$832K 0.18%
11,555
+87
120
$804K 0.17%
10,900
+600
121
$787K 0.17%
11,922
+2,260
122
$783K 0.17%
26,866
123
$776K 0.17%
32,940
124
$774K 0.17%
1,916
125
$765K 0.16%
11,297
+459
3 4
5
6 7