AWM

Avaii Wealth Management Portfolio holdings

AUM $276M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$2.83M
3 +$1.08M
4
AMD icon
Advanced Micro Devices
AMD
+$986K
5
META icon
Meta Platforms (Facebook)
META
+$929K

Sector Composition

1 Technology 7.52%
2 Communication Services 6.87%
3 Consumer Discretionary 4.63%
4 Financials 4.12%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,356
152
-12,601