AWM
Aviso Wealth Management Portfolio holdings
AUM
$214M
This Quarter Return
+15.36%
1 Year Return
+25.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+14%)
Cap. Flow
+$3.93M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
40.8%
Holding
148
New
12
Increased
63
Reduced
53
Closed
4
Top Buys
| 1 |
Eli Lilly
LLY
|
$1.25M |
| 2 |
Home Depot
HD
|
$929K |
| 3 |
Mastercard
MA
|
$818K |
| 4 |
Costco
COST
|
$577K |
| 5 |
Chevron
CVX
|
$469K |
Top Sells
| 1 |
Netflix
NFLX
|
$1.16M |
| 2 |
CME Group
CME
|
$917K |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$785K |
| 4 |
DFS
Discover Financial Services
DFS
|
$328K |
| 5 |
Uber
UBER
|
$308K |
Sector Composition
| 1 | Technology | 28.73% |
| 2 | Communication Services | 16.14% |
| 3 | Financials | 13.4% |
| 4 | Industrials | 7.93% |
| 5 | Healthcare | 7.89% |
