Long-term investor
Avaii Wealth Management, LLC @avaiiwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904431).
Record
- Tracked since 2025-06-30 (434 days), 160 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.8% · 1 year +17.6% · all +17.6%
- Max drawdown -0.7% · Sharpe 1.17 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 8.8% · long · since 2025-06-30
- 464287200 · 6.9% · long · since 2025-06-30
- 33738R506 · 6.0% · long · since 2026-03-31
- 46654Q757 · 4.1% · long · since 2025-06-30
- GLW · 3.8% · long · since 2025-12-31
- TSLA · 3.5% · long · since 2025-06-30
- 464287523 · 3.3% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- 46137V464 · 3.2% · long · since 2025-12-31
- 72201R585 · 3.1% · long · since 2025-06-30
- IAU · 2.9% · long · since 2025-06-30
- 33740F755 · 2.5% · long · since 2026-06-30
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.