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
$102M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.48M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$708K
5
AMZN icon
Amazon
AMZN
+$641K

Top Sells

1
+$2.07M
2
+$102K
3
+$93K
4
LNT icon
Alliant Energy
LNT
+$77K
5
DUK icon
Duke Energy
DUK
+$68K

Sector Composition

1 Technology 4.54%
2 Consumer Discretionary 2.96%
3 Financials 2.15%
4 Industrials 1.35%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.11%
1,275
+1,000
52
$106K 0.1%
576
+167
53
$105K 0.1%
950
+240
54
$104K 0.1%
571
+295
55
$93K 0.09%
1,500
-1,500
56
$89K 0.09%
350
+200
57
$76K 0.07%
517
58
$66K 0.07%
400
59
$64K 0.06%
340
60
$62K 0.06%
294
61
$60K 0.06%
400
62
$60K 0.06%
+382
63
$54K 0.05%
1,240
64
$53K 0.05%
1,000
65
$53K 0.05%
150
66
$53K 0.05%
117
67
$52K 0.05%
2,184
68
$52K 0.05%
+2,000
69
$47K 0.05%
234
70
$45K 0.04%
1,000
71
$42K 0.04%
5,420
72
$40K 0.04%
267
73
$40K 0.04%
80
74
$36K 0.04%
150
75
$34K 0.03%
132
1 2
3
4 5