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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$16M
3
+$13.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.7M
5
INDA icon
iShares MSCI India ETF
INDA
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Energy 0.38%
3 Consumer Discretionary 0.38%
4 Technology 0.29%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
+232
77
$17K 0.01%
+436
78
$17K 0.01%
+300
79
$16K 0.01%
+110
80
$16K 0.01%
+233
81
$16K 0.01%
+380
82
$16K 0.01%
+144
83
$15K 0.01%
+160
84
$14K 0.01%
+300
85
$14K 0.01%
+246
86
$13K 0.01%
+320
87
$13K 0.01%
+120
88
$12K 0.01%
+150
89
$12K 0.01%
+650
90
$12K 0.01%
+127
91
$11K 0.01%
+140
92
$11K 0.01%
+297
93
$11K 0.01%
+200
94
$11K 0.01%
+203
95
$10K 0.01%
+170
96
$10K 0.01%
+70
97
$10K 0.01%
+50
98
$10K 0.01%
+200
99
$9K 0.01%
+105
100
$9K 0.01%
+28
1 2 3
4
5