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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
51
$1.12M 0.49%
13,968
-84
52
$1.11M 0.49%
42,726
+3,218
53
$1.09M 0.48%
14,538
-1,364
54
$1.08M 0.47%
12,903
-7,723
55
$1.06M 0.46%
2,184
-468
56
$1.01M 0.44%
38,674
-4,763
57
$998K 0.44%
5,842
-32
58
$976K 0.43%
38,315
-4,369
59
$969K 0.42%
4,098
-158
60
$926K 0.4%
21,064
+274
61
$906K 0.4%
4,925
+430
62
$903K 0.39%
8,765
+2,895
63
$897K 0.39%
5,840
+37
64
$891K 0.39%
2,250
65
$881K 0.38%
8,760
-25
66
$852K 0.37%
3,596
+723
67
$830K 0.36%
3,408
+166
68
$816K 0.36%
2,777
69
$797K 0.35%
2,399
+2
70
$781K 0.34%
7,698
+777
71
$775K 0.34%
15,369
-4,748
72
$695K 0.3%
2,335
73
$687K 0.3%
3,463
+165
74
$666K 0.29%
4,107
-172
75
$664K 0.29%
6,349
-170
1 2
3
4 5