AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
-0.26%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$60.6M
AUM Growth
-$75.4M
(-55%)
Cap. Flow
-$75.1M
Cap. Flow
% of AUM
-123.96%
Top 10 Holdings %
Top 10 Hldgs %
87.24%
Holding
117
New
3
Increased
6
Reduced
25
Closed
17
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$23.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$21.6M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.1M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$7.64M |
| 5 |
iShares Biotechnology ETF
IBB
|
$5.4M |
Sector Composition
| 1 | Financials | 2.48% |
| 2 | Consumer Discretionary | 1% |
| 3 | Energy | 0.71% |
| 4 | Technology | 0.68% |
| 5 | Industrials | 0.37% |
