AWM
Avaii Wealth Management Portfolio holdings
AUM
$276M
1-Year Est. Return
25.21%
1 Year Est. Return
+25.21%
AUM
$276M
AUM Growth
+$13M
(+4.9%)
Holding
156
Top Buys
| 1 | +$8.56M | |
| 2 | +$8.05M | |
| 3 | +$8.04M | |
| 4 |
Iris Energy
IREN
|
+$3.72M |
| 5 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
+$2.62M |
Top Sells
| 1 | +$8.98M | |
| 2 | +$6.88M | |
| 3 | +$4.73M | |
| 4 |
Tesla
TSLA
|
+$1.34M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1M |
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Financials | 8.37% |
| 3 | Consumer Discretionary | 5.57% |
| 4 | Energy | 2.82% |
| 5 | Healthcare | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eaton
ETN
$134B
| – | – |
-18,374
|
|
||
152
iShares MSCI Brazil ETF
EWZ
$6.94B
| – | – |
-8,196
|
|
||
153
Ford
F
$54.2B
| – | – |
-10,843
|
|
||
154
Home Depot
HD
$378B
| – | – |
-1,324
|
|
||
155
iShares US Home Construction ETF
ITB
$2.87B
| – | – |
-44,127
|
|
||
156
JD.com
JD
$41B
| – | – |
-7,700
|
|