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AWM

Aviso Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 29.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$867K
3
+$780K
4
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$461K
5
UBER icon
Uber
UBER
+$400K

Top Sells

1
+$806K
2
+$636K
3
+$635K
4
CME icon
CME Group
CME
+$539K
5
NOC icon
Northrop Grumman
NOC
+$480K

Sector Composition

1 Technology 30.24%
2 Communication Services 15.27%
3 Financials 12.77%
4 Healthcare 8.24%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.89%
24,410
+886
27
$2.02M 0.88%
5,919
+1
28
$1.97M 0.86%
20,650
+551
29
$1.91M 0.83%
16,899
-345
30
$1.71M 0.75%
7,940
+3,846
31
$1.71M 0.75%
7,258
+45
32
$1.69M 0.74%
3,441
-50
33
$1.62M 0.7%
31,313
+1,186
34
$1.61M 0.7%
2,643
-846
35
$1.56M 0.68%
9,304
+46
36
$1.54M 0.67%
5,468
-49
37
$1.46M 0.63%
30,136
-2,152
38
$1.43M 0.62%
18,882
-560
39
$1.42M 0.62%
4,306
-74
40
$1.4M 0.61%
3,376
-136
41
$1.4M 0.61%
128,083
+718
42
$1.4M 0.61%
4,330
43
$1.35M 0.59%
2,831
+62
44
$1.34M 0.58%
89,745
-1,677
45
$1.27M 0.55%
13,560
-600
46
$1.25M 0.54%
39,701
+62
47
$1.24M 0.54%
1,298
-10
48
$1.24M 0.54%
8,794
-410
49
$1.17M 0.51%
2,623
+2,034
50
$1.17M 0.51%
26,011
-702
1
2
3 4 5