AWM

Aviso Wealth Management Portfolio holdings

AUM $214M
1-Year Est. Return 25.34%
This Quarter Est. Return
1 Year Est. Return
+25.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$947K
3
+$839K
4
BMY icon
Bristol-Myers Squibb
BMY
+$681K
5
ED icon
Consolidated Edison
ED
+$679K

Top Sells

1
+$2.68M
2
+$846K
3
+$696K
4
BIIB icon
Biogen
BIIB
+$369K
5
NDAQ icon
Nasdaq
NDAQ
+$369K

Sector Composition

1 Technology 29.03%
2 Communication Services 14.36%
3 Financials 12.84%
4 Consumer Discretionary 9.24%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.01%
2,060
+139
27
$1.4M 0.88%
5,027
+241
28
$1.33M 0.84%
11,445
+4,178
29
$1.32M 0.83%
14,508
-347
30
$1.24M 0.78%
2,357
31
$1.24M 0.78%
1,284
+418
32
$1.23M 0.77%
16,949
33
$1.2M 0.75%
3,117
+7
34
$1.17M 0.74%
12,918
+7,481
35
$1.17M 0.73%
3,634
+97
36
$1.15M 0.72%
2,748
+46
37
$1.13M 0.71%
29,804
+2,647
38
$1.09M 0.69%
9,220
+15
39
$1.07M 0.68%
5,420
-4,268
40
$1.06M 0.67%
5,269
-75
41
$1.04M 0.66%
6,591
+2,947
42
$958K 0.6%
7,922
+1,445
43
$945K 0.6%
1,311
44
$930K 0.59%
2,702
45
$926K 0.58%
17,074
+12,551
46
$915K 0.58%
1,899
-252
47
$912K 0.58%
3,512
+1
48
$870K 0.55%
1,389
+55
49
$844K 0.53%
1,452
+62
50
$840K 0.53%
6,398
1
2
3 4 5