AWM

Avaii Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$879K
3 +$492K
4
AMD icon
Advanced Micro Devices
AMD
+$470K
5
OXY icon
Occidental Petroleum
OXY
+$427K

Top Sells

1 +$8.42M
2 +$505K
3 +$476K
4
VALE icon
Vale
VALE
+$453K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$374K

Sector Composition

1 Technology 5.9%
2 Communication Services 3.04%
3 Consumer Discretionary 2.51%
4 Energy 1.76%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,826