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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
76
$653K 0.28%
9,550
-319
77
$652K 0.28%
1,307
-125
78
$650K 0.28%
2,302
+158
79
$626K 0.27%
1,022
+307
80
$608K 0.27%
9,738
-3,215
81
$605K 0.26%
2,800
-25
82
$596K 0.26%
10,779
-102
83
$573K 0.25%
2,439
-5
84
$571K 0.25%
6,750
-1,489
85
$570K 0.25%
2,733
+90
86
$567K 0.25%
7,777
87
$566K 0.25%
1,211
-96
88
$545K 0.24%
1,546
-212
89
$534K 0.23%
10,561
-1,356
90
$525K 0.23%
3,008
91
$516K 0.22%
5,439
92
$488K 0.21%
1,487
-47
93
$486K 0.21%
2,203
-203
94
$451K 0.2%
2,711
+299
95
$443K 0.19%
2,143
96
$442K 0.19%
3,863
-20
97
$436K 0.19%
3,929
-6
98
$433K 0.19%
6,533
+520
99
$419K 0.18%
2,047
-806
100
$416K 0.18%
1,956
2 3
4
5 6