AWM

Avondale Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$16M
3
+$13.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.7M
5
INDA icon
iShares MSCI India ETF
INDA
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Energy 0.38%
3 Consumer Discretionary 0.38%
4 Technology 0.29%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$89K 0.08%
+1,660
27
$89K 0.08%
+1,226
28
$88K 0.08%
+1,240
29
$85K 0.07%
+1,200
30
$75K 0.07%
+2,500
31
$73K 0.06%
+700
32
$62K 0.05%
+1,815
33
$62K 0.05%
+700
34
$58K 0.05%
+1,131
35
$57K 0.05%
+299
36
$53K 0.05%
+300
37
$51K 0.04%
+2,184
38
$50K 0.04%
+860
39
$50K 0.04%
+2,148
40
$50K 0.04%
+3,579
41
$47K 0.04%
+1,108
42
$47K 0.04%
+400
43
$46K 0.04%
+2,448
44
$46K 0.04%
+1,850
45
$46K 0.04%
+428
46
$43K 0.04%
+2,745
47
$37K 0.03%
+9,261
48
$36K 0.03%
+340
49
$35K 0.03%
+2,518
50
$35K 0.03%
+290
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