AWM
Avaii Wealth Management Portfolio holdings
AUM
$276M
1-Year Est. Return
25.21%
This Fund
S&P 500
1 Year Est. Return
+25.21%
AUM
$276M
AUM Growth
+$13M
(+4.9%)
Holding
156
Top Buys
| 1 | +$8.6M | |
| 2 | +$7.95M | |
| 3 | +$7.91M | |
| 4 |
Iris Energy
IREN
|
+$5.09M |
| 5 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
+$2.66M |
Top Sells
| 1 | +$8.91M | |
| 2 | +$6.88M | |
| 3 | +$4.73M | |
| 4 |
Tesla
TSLA
|
+$1.32M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$995K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Financials | 8.27% |
| 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
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
| – | – |
-4,788
|
|
||
152
3M
MMM
$83.5B
| – | – |
-1,394
|
|
||
153
Invesco Large Cap Growth ETF
PWB
$1.53B
| – | – |
-1,691
|
|
||
154
iShares 20+ Year Treasury Bond ETF
TLT
$44.8B
| – | – |
-2,519
|
|
||
155
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.66B
| – | – |
-2,059
|
|
||
|
ETHE
156
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
| – | – |
-6,128
|
|