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
$120M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.4M
3
+$6.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.64M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M

Top Sells

1
+$8.86M
2
+$98K
3
+$84K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$35.7K
5
EMR icon
Emerson Electric
EMR
+$18K

Sector Composition

1 Financials 1.23%
2 Consumer Discretionary 0.41%
3 Energy 0.3%
4 Technology 0.25%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
10
77
$17K 0.01%
434
78
$16K 0.01%
200
79
$15K 0.01%
436
80
$15K 0.01%
140
81
$15K 0.01%
160
82
$14K 0.01%
63
83
$14K 0.01%
474
84
$14K 0.01%
+80
85
$14K 0.01%
300
86
$13K 0.01%
297
87
$13K 0.01%
79
88
$13K 0.01%
+150
89
$12K 0.01%
232
90
$12K 0.01%
+240
91
$12K 0.01%
203
92
$12K 0.01%
246
93
$11K 0.01%
+80
94
$11K 0.01%
234
+58
95
$11K 0.01%
320
96
$10K 0.01%
+200
97
$10K 0.01%
70
98
$10K 0.01%
200
99
$9K 0.01%
102
+22
100
$9K 0.01%
650
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4
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