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
51
$835K 0.53%
2,773
-268
52
$765K 0.48%
10,777
-1,537
53
$761K 0.48%
2,395
54
$738K 0.47%
52,930
+1,582
55
$734K 0.46%
5,048
+368
56
$728K 0.46%
11,519
-783
57
$719K 0.45%
7,723
-27
58
$697K 0.44%
2,958
59
$658K 0.41%
3,643
+244
60
$652K 0.41%
15,033
+3,709
61
$646K 0.41%
2,480
62
$640K 0.4%
4,203
+1,805
63
$637K 0.4%
6,066
+2,595
64
$624K 0.39%
10,768
-181
65
$618K 0.39%
14,736
+3,260
66
$616K 0.39%
12,542
+642
67
$616K 0.39%
7,679
+150
68
$607K 0.38%
4,964
-1,794
69
$594K 0.37%
4,184
+1,862
70
$590K 0.37%
7,696
-2,313
71
$577K 0.36%
2,862
-29
72
$569K 0.36%
3,368
+246
73
$550K 0.35%
6,004
+641
74
$548K 0.35%
151
+13
75
$546K 0.34%
3,123
+518
1 2
3
4 5