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
$122M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$3.92M
3
+$267K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$214K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$122K

Top Sells

1
+$7.59M
2
+$6.52M
3
+$1.58M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$219K
5
INDA icon
iShares MSCI India ETF
INDA
+$198K

Sector Composition

1 Financials 0.72%
2 Consumer Discretionary 0.34%
3 Energy 0.32%
4 Technology 0.28%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
436
77
$14K 0.01%
140
-100
78
$14K 0.01%
160
79
$14K 0.01%
500
80
$13K 0.01%
63
-51
81
$13K 0.01%
+228
82
$13K 0.01%
650
83
$13K 0.01%
300
84
$13K 0.01%
246
85
$13K 0.01%
320
86
$12K 0.01%
297
87
$12K 0.01%
203
88
$11K 0.01%
70
89
$9K 0.01%
105
90
$9K 0.01%
28
91
$8K 0.01%
15
92
$8K 0.01%
200
93
$8K 0.01%
200
94
$7K 0.01%
80
95
$7K 0.01%
176
96
$6K ﹤0.01%
80
97
$4K ﹤0.01%
92
+16
98
$3K ﹤0.01%
66
99
– –
-3,038
100
– –
-90
2 3
4
5 6