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
$130M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$84.6K
3
+$27.5K
4
CRM icon
Salesforce
CRM
+$12.5K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.5K

Top Sells

1
+$919K
2
+$813K
3
+$724K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$641K
5
IBB icon
iShares Biotechnology ETF
IBB
+$398K

Sector Composition

1 Financials 1.16%
2 Consumer Discretionary 0.4%
3 Energy 0.33%
4 Technology 0.31%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K 0.02%
110
77
$22K 0.02%
300
78
$21K 0.02%
9,261
79
$20K 0.02%
434
80
$18K 0.01%
160
81
$17K 0.01%
10
82
$17K 0.01%
436
83
$16K 0.01%
297
84
$16K 0.01%
140
85
$16K 0.01%
300
86
$16K 0.01%
150
87
$15K 0.01%
63
88
$15K 0.01%
474
89
$14K 0.01%
320
90
$14K 0.01%
232
91
$14K 0.01%
79
92
$13K 0.01%
70
93
$13K 0.01%
246
94
$12K 0.01%
650
95
$12K 0.01%
203
96
$12K 0.01%
200
97
$11K 0.01%
110
98
$9K 0.01%
+35
99
$8K 0.01%
176
-58
100
$8K 0.01%
28
1 2 3
4
5