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Home > Institutional Investor > Aviso Wealth Management > Profile

Instuitional Investor - Aviso Wealth Management

Fund Profile
Filing Period:
Fund Name: Aviso Wealth Management
Portfolio Value $196,025,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 80,554 $20,172,434 10.29%
2.
Nvidia Corp
 NVDA 77,964 $10,469,832 5.34%
3.
Netflix Inc
 NFLX 11,001 $9,805,679 5%
4.
Alphabet Inc.
 GOOGL 44,444 $8,413,240 4.29%
5.
Meta Platforms Inc.
 META 14,177 $8,300,809 4.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)