AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
+7.86%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$66.1M
AUM Growth
-$4.26M
(-6.1%)
Cap. Flow
-$9.48M
Cap. Flow
% of AUM
-14.34%
Top 10 Holdings %
Top 10 Hldgs %
87.48%
Holding
104
New
13
Increased
7
Reduced
15
Closed
13
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$464K |
| 2 |
Dropbox
DBX
|
$327K |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$262K |
| 4 |
iShares Biotechnology ETF
IBB
|
$138K |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$112K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.99M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.46M |
| 3 |
Tesla
TSLA
|
$729K |
| 4 |
Amplify Online Retail ETF
IBUY
|
$604K |
| 5 |
Invesco QQQ Trust
QQQ
|
$304K |
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Financials | 2.21% |
| 3 | Consumer Discretionary | 1.58% |
| 4 | Industrials | 0.87% |
| 5 | Energy | 0.4% |
