AWM
Avaii Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
-11.68%
1 Year Return
+16.38%
3 Year Return
+58.94%
5 Year Return
–
10 Year Return
–
AUM
$93.5M
AUM Growth
+$93.5M
(-13%)
Cap. Flow
+$932K
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
57.17%
Holding
126
New
14
Increased
46
Reduced
37
Closed
23
Top Buys
Top Sells
| 1 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$8.42M |
| 2 |
ProShares UltraPro Short QQQ
SQQQ
|
$505K |
| 3 |
Freeport-McMoran
FCX
|
$476K |
| 4 |
Vale
VALE
|
$453K |
| 5 |
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% |