AWM

Avondale Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$4M
3
+$277K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$219K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$123K

Top Sells

1
+$7.72M
2
+$6.52M
3
+$1.64M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$219K
5
INDA icon
iShares MSCI India ETF
INDA
+$206K

Sector Composition

1 Financials 0.72%
2 Consumer Discretionary 0.34%
3 Energy 0.32%
4 Technology 0.28%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30K 0.02%
499
52
$30K 0.02%
229
53
$28K 0.02%
203
54
$28K 0.02%
852
-1,600
55
$27K 0.02%
+693
56
$27K 0.02%
250
-40
57
$27K 0.02%
421
58
$27K 0.02%
320
59
$24K 0.02%
117
60
$24K 0.02%
56
61
$21K 0.02%
267
62
$20K 0.02%
10
63
$19K 0.02%
60
64
$19K 0.02%
474
65
$19K 0.02%
104
-45
66
$19K 0.02%
434
67
$18K 0.01%
79
68
$17K 0.01%
144
69
$17K 0.01%
300
70
$16K 0.01%
148
71
$16K 0.01%
126
72
$15K 0.01%
380
73
$15K 0.01%
110
74
$15K 0.01%
232
75
$15K 0.01%
233
1 2
3
4 5