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
101
$368K 0.23%
1,792
+69
102
$367K 0.23%
21,893
-41,498
103
$330K 0.21%
1,429
-1,239
104
$322K 0.2%
3,690
-28
105
$315K 0.2%
+1,280
106
$313K 0.2%
6,272
+1,657
107
$312K 0.2%
+1,577
108
$309K 0.19%
1,407
-495
109
$309K 0.19%
3,283
+492
110
$306K 0.19%
590
+55
111
$304K 0.19%
830
+124
112
$303K 0.19%
5,285
+125
113
$302K 0.19%
3,976
+68
114
$301K 0.19%
4,194
+151
115
$301K 0.19%
2,024
+396
116
$299K 0.19%
1,173
+37
117
$295K 0.19%
4,106
-17
118
$295K 0.19%
3,377
+835
119
$286K 0.18%
3,910
+140
120
$285K 0.18%
3,167
-319
121
$276K 0.17%
3,322
+801
122
$271K 0.17%
2,408
+200
123
$265K 0.17%
+4,332
124
$259K 0.16%
1,975
-450
125
$251K 0.16%
14,269
-1,696
3 4
5
6 7