AWM
Avaii Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+5.8%
1 Year Return
+16.38%
3 Year Return
+58.94%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+2.6%)
Cap. Flow
-$1.35M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
45.73%
Holding
139
New
17
Increased
64
Reduced
40
Closed
14
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Consumer Discretionary | 3.25% |
| 3 | Communication Services | 3.09% |
| 4 | Consumer Staples | 2.69% |
| 5 | Healthcare | 1.88% |
