AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
-5.27%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$91.7M
AUM Growth
+$5.49M
(+6.4%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
10.94%
Top 10 Holdings %
Top 10 Hldgs %
78.85%
Holding
121
New
12
Increased
35
Reduced
16
Closed
2
Top Buys
| 1 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
$5.07M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.51M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.32M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.23M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.07M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.91M |
| 2 |
SPDR Gold Trust
GLD
|
$1.28M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$301K |
| 4 |
lululemon athletica
LULU
|
$234K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$187K |
Sector Composition
| 1 | Financials | 3.5% |
| 2 | Technology | 3.29% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Consumer Staples | 0.98% |
| 5 | Industrials | 0.66% |
