AWM

Aviso Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 27.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.83%
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
+$1.01M
2
+$947K
3
+$854K
4
ED icon
Consolidated Edison
ED
+$671K
5
BMY icon
Bristol-Myers Squibb
BMY
+$639K

Top Sells

1
+$1.44M
2
+$725K
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
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152
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154
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155
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156
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157
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158
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159
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160
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-11,547
161
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3 4 5 6
7