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
$180M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$5.02M
2 +$2.65M
3 +$994K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$993K
5
AMZN icon
Amazon
AMZN
+$975K

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
-6,782
152
-12,601