AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
+10.72%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$130M
AUM Growth
+$9.62M
(+8%)
Cap. Flow
-$2.97M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
93.94%
Holding
123
New
8
Increased
19
Reduced
11
Closed
4
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$722K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$84.6K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$27.5K |
| 4 |
Salesforce
CRM
|
$12.5K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$11.5K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$919K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$813K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$724K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$641K |
| 5 |
iShares Biotechnology ETF
IBB
|
$398K |
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Consumer Discretionary | 0.4% |
| 3 | Energy | 0.33% |
| 4 | Technology | 0.31% |
| 5 | Industrials | 0.22% |
