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Home > Institutional Investor > Avaii Wealth Management, Llc > Profile

Instuitional Investor - Avaii Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Avaii Wealth Management, Llc
Portfolio Value $187,255,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 598,754 $21,339,606 11.4%
2.
Ishares Trust
 IEF 36,604 $20,567,539 10.98%
3.
J P Morgan Exchange Traded F
 165,733 $9,890,971 5.28%
4.
Ishares Trust
 IEF 165,837 $9,676,589 5.17%
5.
First Tr Exchange Traded Fd
 107,166 $7,888,468 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)