AWM
Aviso Wealth Management Portfolio holdings
AUM
$238M
1-Year Est. Return
27.83%
This Fund
S&P 500
1 Year Est. Return
+27.83%
AUM
$238M
AUM Growth
+$8.47M
(+3.7%)
Holding
151
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.16M | |
| 3 | +$818K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$724K |
| 5 |
Honeywell
HON
|
+$649K |
Top Sells
| 1 | +$803K | |
| 2 | +$521K | |
| 3 | +$447K | |
| 4 |
Eaton
ETN
|
+$445K |
| 5 |
NVIDIA
NVDA
|
+$403K |
Sector Composition
| 1 | Technology | 29.5% |
| 2 | Communication Services | 14.22% |
| 3 | Financials | 13.32% |
| 4 | Healthcare | 9.49% |
| 5 | Industrials | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
DuPont de Nemours
DD
$17.8B
| – | – |
-8,274
|
|