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
$130M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.84M
2 +$4.28M
3 +$1.17M
4
HYFI icon
AB High Yield ETF
HYFI
+$978K
5
MARA icon
Marathon Digital Holdings
MARA
+$760K

Top Sells

1 +$3.19M
2 +$1.32M
3 +$706K
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$607K
5
NEM icon
Newmont
NEM
+$512K

Sector Composition

1 Technology 5.34%
2 Consumer Discretionary 3.93%
3 Communication Services 2.62%
4 Consumer Staples 2.54%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,612