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
$154M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$454K
3
+$371K
4
AMD icon
Advanced Micro Devices
AMD
+$349K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$327K

Top Sells

1
+$634K
2
+$556K
3
+$501K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$400K
5
S icon
SentinelOne
S
+$395K

Sector Composition

1 Technology 6.38%
2 Financials 3.85%
3 Consumer Discretionary 3.6%
4 Industrials 1.04%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$156K 0.1%
2,000
52
$154K 0.1%
5,290
53
$146K 0.09%
1,000
54
$137K 0.09%
4,000
55
$133K 0.09%
657
56
$122K 0.08%
1,300
57
$113K 0.07%
+9,500
58
$110K 0.07%
1,980
-15
59
$106K 0.07%
2,000
60
$103K 0.07%
5,000
-3,759
61
$102K 0.07%
517
62
$95.6K 0.06%
375
63
$86.1K 0.06%
2,794
64
$83.6K 0.05%
500
65
$79.9K 0.05%
1,608
66
$79.2K 0.05%
414
67
$77.7K 0.05%
200
68
$77.1K 0.05%
1,935
69
$74.7K 0.05%
2,628
70
$71.6K 0.05%
80
71
$71.4K 0.05%
362
72
$69.1K 0.04%
78
73
$67.8K 0.04%
+250
74
$67.6K 0.04%
550
75
$67.4K 0.04%
400
1 2
3
4 5