AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
-1.87%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-4.3%)
Cap. Flow
-$2.25M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
74.23%
Holding
110
New
6
Increased
13
Reduced
26
Closed
3
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$500K |
| 2 |
Bank of America
BAC
|
$340K |
| 3 |
Microsoft
MSFT
|
$323K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$251K |
| 5 |
Nike
NKE
|
$218K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$501K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$459K |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$444K |
| 4 |
Amplify Online Retail ETF
IBUY
|
$401K |
| 5 |
Boeing
BA
|
$330K |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Financials | 3.44% |
| 3 | Consumer Discretionary | 3.06% |
| 4 | Industrials | 1.54% |
| 5 | Consumer Staples | 1.39% |
