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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 $286,560,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 649,917 $27,647,451 9.65%
2.
Ishares Trust
 IEF 30,855 $20,154,670 7.03%
3.
First Tr Exchange Traded Fd
 243,929 $16,655,486 5.81%
4.
J P Morgan Exchange Traded F
 144,432 $12,369,089 4.32%
5.
Ishares Trust
 IAU 119,780 $10,559,815 3.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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