AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+2.57%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+1.4%)
Cap. Flow
+$98.6K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
120
New
5
Increased
25
Reduced
32
Closed
6
Top Buys
Top Sells
| 1 |
Dimensional US High Profitability ETF
DUHP
|
$6.98M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 3 |
Advanced Micro Devices
AMD
|
$522K |
| 4 |
iShares Semiconductor ETF
SOXX
|
$430K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$354K |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Consumer Discretionary | 3.9% |
| 3 | Financials | 3.72% |
| 4 | Industrials | 1.46% |
| 5 | Consumer Staples | 1.18% |
