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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.11M
3
+$1M
4
WFC icon
Wells Fargo
WFC
+$821K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$751K

Top Sells

1
+$2.51M
2
+$941K
3
+$560K
4
GT icon
Goodyear
GT
+$518K
5
KHC icon
Kraft Heinz
KHC
+$431K

Sector Composition

1 Technology 28.97%
2 Communication Services 15.25%
3 Financials 13.19%
4 Healthcare 8.6%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.52%
5,868
52
$1.01M 0.51%
13,590
-1,054
53
$1M 0.51%
+5,072
54
$1M 0.51%
26,576
-126
55
$946K 0.48%
15,842
-3,988
56
$938K 0.48%
10,282
-2,227
57
$937K 0.48%
4,189
-100
58
$928K 0.47%
1,318
-6
59
$909K 0.46%
5,423
+3,547
60
$902K 0.46%
2,698
+73
61
$899K 0.46%
2,395
62
$878K 0.45%
4,824
-164
63
$849K 0.43%
2,182
-4
64
$817K 0.42%
9,153
+70
65
$808K 0.41%
20,197
+3,753
66
$771K 0.39%
7,682
-61
67
$758K 0.39%
4,284
-832
68
$752K 0.38%
8,931
69
$751K 0.38%
2,958
70
$739K 0.38%
2,037
+3
71
$726K 0.37%
4,355
+833
72
$706K 0.36%
1,453
-89
73
$694K 0.35%
2,480
74
$679K 0.35%
1,527
+773
75
$672K 0.34%
1,328
+494
1 2
3
4 5