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AWM
Aviso Wealth Management Portfolio holdings
AUM
$222M
1-Year Est. Return
29.31%
This Fund
S&P 500
1 Year Est. Return
+29.31%
AUM
$222M
AUM Growth
-$16M
(-6.7%)
Holding
151
Top Buys
| 1 | +$748K | |
| 2 | +$712K | |
| 3 | +$609K | |
| 4 |
Lockheed Martin
LMT
|
+$495K |
| 5 |
Costco
COST
|
+$424K |
Top Sells
| 1 | +$2.02M | |
| 2 | +$1.5M | |
| 3 | +$1.17M | |
| 4 |
Caterpillar
CAT
|
+$1.11M |
| 5 |
Kraft Heinz
KHC
|
+$803K |
Sector Composition
| 1 | Technology | 28.75% |
| 2 | Communication Services | 13.86% |
| 3 | Financials | 12.66% |
| 4 | Healthcare | 9.71% |
| 5 | Industrials | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$401B
| $2.31M | 1.04% |
47,336
+13,803
|
|
||
|
SCHW
27
Charles Schwab
SCHW
$164B
| $2.24M | 1.01% |
23,792
+632
|
|
||
28
Wells Fargo
WFC
$256B
| $2.07M | 0.93% |
25,957
+1,344
|
|
||
29
JPMorgan Chase
JPM
$894B
| $2.02M | 0.91% |
6,877
-645
|
|
||
30
Intuitive Surgical
ISRG
$142B
| $1.91M | 0.86% |
4,135
-24
|
|
||
31
Visa
V
$628B
| $1.88M | 0.85% |
6,210
+265
|
|
||
32
NextEra Energy
NEE
$179B
| $1.88M | 0.85% |
20,202
+471
|
|
||
33
iShares Russell 1000 ETF
IWB
$47.7B
| $1.85M | 0.84% |
5,200
|
|
||
34
Quanta Services
PWR
$107B
| $1.85M | 0.84% |
3,376
|
|
||
35
Procter & Gamble
PG
$351B
| $1.57M | 0.71% |
10,849
+4,936
|
|
||
36
Eaton
ETN
$159B
| $1.52M | 0.69% |
4,257
-1,307
|
|
||
37
Home Depot
HD
$327B
| $1.39M | 0.62% |
4,213
-795
|
|
||
38
PepsiCo
PEP
$194B
| $1.35M | 0.61% |
8,685
+51
|
|
||
39
CrowdStrike
CRWD
$174B
| $1.24M | 0.56% |
3,181
|
|
||
40
Merck
MRK
$285B
| $1.24M | 0.56% |
10,297
-296
|
|
||
41
US Bancorp
USB
$90.2B
| $1.24M | 0.56% |
23,751
-695
|
|
||
|
LADR
42
Ladder Capital
LADR
$1.29B
| $1.23M | 0.55% |
125,671
-854
|
|
||
43
Vanguard Information Technology ETF
VGT
$142B
| $1.22M | 0.55% |
14,024
-80
|
|
||
|
44
Lockheed Martin
LMT
$123B
| $1.21M | 0.55% |
2,003
+803
|
|
||
45
Exelon
EXC
$46.6B
| $1.21M | 0.54% |
24,656
+8
|
|
||
46
Honeywell
HON
$145B
| $1.11M | 0.5% |
4,911
-1,606
|
|
||
47
Constellation Energy
CEG
$95.4B
| $1.08M | 0.49% |
3,883
-2
|
|
||
48
Vanguard Growth ETF
VUG
$222B
| $1.05M | 0.47% |
14,412
-42
|
|
||
49
GE HealthCare
GEHC
$27.8B
| $1.03M | 0.46% |
14,484
-70
|
|
||
50
Blackstone Secured Lending
BXSL
$5.46B
| $1M | 0.45% |
42,328
+346
|
|