AWM

Aviso Wealth Management Portfolio holdings

AUM $214M
1-Year Est. Return 25.34%
This Quarter Est. Return
1 Year Est. Return
+25.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.11M
3 +$1M
4
WFC icon
Wells Fargo
WFC
+$821K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$751K

Top Sells

1 +$2.51M
2 +$941K
3 +$560K
4
GT icon
Goodyear
GT
+$518K
5
KHC icon
Kraft Heinz
KHC
+$431K

Sector Composition

1 Technology 28.97%
2 Communication Services 15.25%
3 Financials 13.19%
4 Healthcare 8.6%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-392
152
-3,783
153
-1,171