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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.18M
3
+$982K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$885K
5
WFC icon
Wells Fargo
WFC
+$798K

Top Sells

1
+$2.61M
2
+$964K
3
+$560K
4
GT icon
Goodyear
GT
+$526K
5
KHC icon
Kraft Heinz
KHC
+$459K

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
– –
-2,151
152
– –
-14,315
153
– –
-15,611
3 4 5 6
7