AWM

Avondale Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$3.92M
3
+$267K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$214K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$122K

Top Sells

1
+$7.59M
2
+$6.52M
3
+$1.58M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$219K
5
INDA icon
iShares MSCI India ETF
INDA
+$198K

Sector Composition

1 Financials 0.72%
2 Consumer Discretionary 0.34%
3 Energy 0.32%
4 Technology 0.28%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73K 0.06%
1,200
27
$72K 0.06%
1,240
28
$68K 0.06%
800
-89,318
29
$62K 0.05%
1,130
-1
30
$62K 0.05%
860
31
$61K 0.05%
1,815
32
$59K 0.05%
700
33
$55K 0.05%
300
34
$53K 0.04%
299
35
$48K 0.04%
2,184
36
$47K 0.04%
2,148
37
$47K 0.04%
428
38
$46K 0.04%
1,108
39
$46K 0.04%
3,579
40
$45K 0.04%
2,204
+1,173
41
$44K 0.04%
1,151
+608
42
$44K 0.04%
400
43
$43K 0.04%
2,745
44
$35K 0.03%
494
45
$35K 0.03%
340
46
$33K 0.03%
9,261
47
$33K 0.03%
643
48
$33K 0.03%
370
49
$32K 0.03%
150
50
$32K 0.03%
2,518
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