AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+5.73%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+5.1%)
Cap. Flow
-$332K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
75.96%
Holding
125
New
5
Increased
24
Reduced
30
Closed
12
Top Buys
| 1 |
iShares Semiconductor ETF
SOXX
|
$717K |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$454K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$371K |
| 4 |
Advanced Micro Devices
AMD
|
$349K |
| 5 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$327K |
Top Sells
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$634K |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$556K |
| 3 |
American Airlines Group
AAL
|
$501K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$400K |
| 5 |
SentinelOne
S
|
$395K |
Sector Composition
| 1 | Technology | 6.38% |
| 2 | Financials | 3.85% |
| 3 | Consumer Discretionary | 3.6% |
| 4 | Industrials | 1.04% |
| 5 | Energy | 0.98% |
