We are live on
!
Find out more
AWM
Aviso Wealth Management Portfolio holdings
AUM
$222M
1-Year Est. Return
29.31%
This Fund
S&P 500
1 Year Est. Return
+29.31%
AUM
$222M
AUM Growth
-$16M
(-6.7%)
Holding
151
Top Buys
| 1 | +$748K | |
| 2 | +$712K | |
| 3 | +$609K | |
| 4 |
Lockheed Martin
LMT
|
+$495K |
| 5 |
Costco
COST
|
+$424K |
Top Sells
| 1 | +$2.02M | |
| 2 | +$1.5M | |
| 3 | +$1.17M | |
| 4 |
Caterpillar
CAT
|
+$1.11M |
| 5 |
Kraft Heinz
KHC
|
+$803K |
Sector Composition
| 1 | Technology | 28.75% |
| 2 | Communication Services | 13.86% |
| 3 | Financials | 12.66% |
| 4 | Healthcare | 9.71% |
| 5 | Industrials | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Real Estate ETF
VNQ
$37B
| – | – |
-2,383
|
|