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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
101
$411K 0.18%
2,543
+141
102
$397K 0.17%
4,696
103
$378K 0.16%
553
-8
104
$366K 0.16%
1,060
-640
105
$356K 0.16%
2,128
-744
106
$355K 0.15%
1,170
+54
107
$341K 0.15%
1,546
108
$335K 0.15%
1,647
-304
109
$319K 0.14%
862
-31
110
$316K 0.14%
562
-626
111
$303K 0.13%
2,276
112
$299K 0.13%
8,038
+32
113
$292K 0.13%
5,081
+462
114
$290K 0.13%
2,922
115
$288K 0.13%
3,050
-331
116
$288K 0.13%
1,466
117
$286K 0.12%
2,280
118
$283K 0.12%
1,127
-3
119
$275K 0.12%
1,115
-72
120
$273K 0.12%
410
121
$273K 0.12%
3,035
-260
122
$270K 0.12%
8,274
-2,522
123
$265K 0.12%
3,933
124
$261K 0.11%
537
-4
125
$260K 0.11%
3,817
2 3 4
5
6