AWM
Avaii Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+6.68%
1 Year Return
+16.38%
3 Year Return
+58.94%
5 Year Return
–
10 Year Return
–
AUM
$99.8M
AUM Growth
–
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.63%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Consumer Staples | 2.63% |
| 4 | Communication Services | 2.6% |
| 5 | Energy | 1.72% |
