AWM

Avondale Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$21.1M
2
+$3.92M
3
+$267K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$214K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$122K

Top Sells

1
+$7.59M
2
+$6.52M
3
+$1.58M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$219K
5
INDA icon
iShares MSCI India ETF
INDA
+$198K

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%
250
-40
56
$27K 0.02%
421
57
$27K 0.02%
320
58
$27K 0.02%
+693
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%
300
69
$17K 0.01%
144
70
$16K 0.01%
148
71
$16K 0.01%
126
72
$15K 0.01%
110
73
$15K 0.01%
232
74
$15K 0.01%
233
75
$15K 0.01%
380
1 2
3
4 5