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
76
$539K 0.34%
7,367
-860
77
$531K 0.34%
5,540
+769
78
$530K 0.33%
8,289
+1,885
79
$525K 0.33%
3,234
-486
80
$520K 0.33%
2,712
+30
81
$520K 0.33%
1,828
+259
82
$517K 0.33%
3,316
+42
83
$467K 0.29%
9,328
-596
84
$459K 0.29%
2,482
+294
85
$454K 0.29%
3,438
-137
86
$433K 0.27%
6,193
+1,935
87
$431K 0.27%
900
88
$426K 0.27%
2,780
-878
89
$418K 0.26%
5,439
90
$415K 0.26%
1,930
+39
91
$415K 0.26%
2,223
+46
92
$407K 0.26%
37,021
+2,737
93
$405K 0.26%
1,899
+110
94
$398K 0.25%
2,466
+32
95
$394K 0.25%
3,140
+464
96
$391K 0.25%
1,437
+271
97
$389K 0.25%
786
+231
98
$387K 0.24%
7,157
+566
99
$372K 0.23%
2,852
+2
100
$370K 0.23%
1,066
+313
2 3
4
5 6