AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
-1.24%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+6.7%)
Cap. Flow
+$9.24M
Cap. Flow
% of AUM
7.58%
Top 10 Holdings %
Top 10 Hldgs %
95.54%
Holding
126
New
3
Increased
12
Reduced
11
Closed
23
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$21.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.92M |
| 3 |
iShares Biotechnology ETF
IBB
|
$267K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$214K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$122K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.59M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$6.52M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.58M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$219K |
| 5 |
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% |
