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
$130M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$84.6K
3
+$27.5K
4
CRM icon
Salesforce
CRM
+$12.5K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.5K

Top Sells

1
+$919K
2
+$813K
3
+$724K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$641K
5
IBB icon
iShares Biotechnology ETF
IBB
+$398K

Sector Composition

1 Financials 1.16%
2 Consumer Discretionary 0.4%
3 Energy 0.33%
4 Technology 0.31%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41K 0.03%
300
52
$41K 0.03%
1,151
53
$41K 0.03%
3,579
54
$40K 0.03%
170
+20
55
$38K 0.03%
229
56
$35K 0.03%
643
57
$34K 0.03%
421
58
$33K 0.03%
2,518
59
$33K 0.03%
2,204
60
$32K 0.02%
117
61
$32K 0.02%
320
62
$31K 0.02%
350
-144
63
$31K 0.02%
195
64
$31K 0.02%
499
65
$31K 0.02%
250
66
$29K 0.02%
348
67
$28K 0.02%
267
68
$28K 0.02%
426
69
$27K 0.02%
110
+30
70
$27K 0.02%
174
+30
71
$25K 0.02%
104
72
$25K 0.02%
160
+80
73
$24K 0.02%
148
74
$23K 0.02%
360
+120
75
$23K 0.02%
400
+200
1 2
3
4 5