AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
+21.64%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$70.4M
AUM Growth
+$7.06M
(+11%)
Cap. Flow
-$4.86M
Cap. Flow
% of AUM
-6.91%
Top 10 Holdings %
Top 10 Hldgs %
88.15%
Holding
101
New
1
Increased
6
Reduced
11
Closed
10
Top Buys
| 1 |
Amplify Online Retail ETF
IBUY
|
$590K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$589K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$428K |
| 4 |
Invesco QQQ Trust
QQQ
|
$240K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$158K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.56M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$785K |
| 3 |
Tesla
TSLA
|
$540K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$535K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$527K |
Sector Composition
| 1 | Financials | 1.79% |
| 2 | Consumer Discretionary | 1.51% |
| 3 | Technology | 1.44% |
| 4 | Industrials | 1.02% |
| 5 | Energy | 0.36% |
