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
$154M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$454K
3
+$371K
4
AMD icon
Advanced Micro Devices
AMD
+$349K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$327K

Top Sells

1
+$634K
2
+$556K
3
+$501K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$400K
5
S icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$758K 0.49%
11,700
+1,800
27
$725K 0.47%
2,770
-450
28
$580K 0.38%
3,875
+675
29
$577K 0.37%
15,500
30
$572K 0.37%
4,891
+2,599
31
$438K 0.28%
1,802
-8
32
$437K 0.28%
950
-150
33
$426K 0.28%
742
34
$425K 0.28%
1,050
+100
35
$364K 0.24%
3,850
-3,000
36
$363K 0.24%
1,282
37
$343K 0.22%
15,750
-250
38
$338K 0.22%
1,950
-200
39
$336K 0.22%
8,158
40
$299K 0.19%
1,950
41
$290K 0.19%
1,375
42
$272K 0.18%
725
43
$269K 0.17%
1,230
-1,800
44
$268K 0.17%
85
-82
45
$255K 0.17%
7,055
-30
46
$249K 0.16%
21,750
-250
47
$192K 0.13%
9,090
+36
48
$189K 0.12%
1,000
49
$164K 0.11%
1,500
50
$157K 0.1%
828
1
2
3 4 5