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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
$184M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.16M
3
+$1.81M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$1.09M

Top Sells

1
+$1.14M
2
+$1.12M
3
+$809K
4
ENPH icon
Enphase Energy
ENPH
+$773K
5
SBUX icon
Starbucks
SBUX
+$685K

Sector Composition

1 Technology 29.52%
2 Communication Services 14.46%
3 Financials 12.25%
4 Healthcare 9.4%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-7,757
152
– –
-12,360
153
– –
-15,845
154
– –
-318
155
– –
-2,863
156
– –
-1,753
157
– –
-8,861
158
– –
-393
159
– –
-12,404
160
– –
-650
3 4 5 6
7