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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$16M
3
+$13.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.7M
5
INDA icon
iShares MSCI India ETF
INDA
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Energy 0.38%
3 Consumer Discretionary 0.38%
4 Technology 0.29%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.03%
+370
52
$32K 0.03%
+494
53
$31K 0.03%
+499
54
$31K 0.03%
+229
55
$30K 0.03%
+203
56
$30K 0.03%
+643
57
$28K 0.02%
+149
58
$28K 0.02%
+421
59
$26K 0.02%
+150
60
$26K 0.02%
+240
61
$26K 0.02%
+320
62
$24K 0.02%
+267
63
$24K 0.02%
+114
64
$24K 0.02%
+624
65
$24K 0.02%
+1,031
66
$24K 0.02%
+56
67
$22K 0.02%
+117
68
$21K 0.02%
+434
69
$20K 0.02%
+474
70
$20K 0.02%
+79
71
$20K 0.02%
+543
72
$18K 0.02%
+60
73
$18K 0.02%
+126
74
$17K 0.01%
+148
75
$17K 0.01%
+10
1 2
3
4 5