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
$121M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$781K
3
+$717K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$282K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$160K

Top Sells

1
+$3.26M
2
+$1.13M
3
+$896K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$687K
5
INDA icon
iShares MSCI India ETF
INDA
+$552K

Sector Composition

1 Financials 0.91%
2 Consumer Discretionary 0.39%
3 Energy 0.37%
4 Technology 0.29%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.03%
229
52
$32K 0.03%
426
53
$31K 0.03%
499
54
$29K 0.02%
421
55
$28K 0.02%
203
56
$27K 0.02%
250
57
$25K 0.02%
320
58
$24K 0.02%
117
59
$23K 0.02%
267
60
$22K 0.02%
104
61
$20K 0.02%
148
62
$20K 0.02%
60
63
$20K 0.02%
10
64
$20K 0.02%
50
65
$19K 0.02%
144
66
$18K 0.01%
474
67
$18K 0.01%
79
68
$18K 0.01%
434
69
$17K 0.01%
200
-600
70
$16K 0.01%
110
71
$16K 0.01%
232
72
$16K 0.01%
233
73
$15K 0.01%
63
74
$15K 0.01%
140
75
$15K 0.01%
160
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