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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 $137,990,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 75,624 $14,559,847 10.55%
2.
Microsoft Corp
 MSFT 15,647 $5,883,875 4.26%
3.
Alphabet Inc.
 GOOG 40,787 $5,697,536 4.12%
4.
Netflix Inc
 NFLX 10,964 $5,338,055 3.86%
5.
Meta Platforms Inc.
 META 13,779 $4,877,056 3.53%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)