AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
1-Year Return
15.88%
This Quarter Return
+7.57%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$116M
AUM Growth
+$695K
(+0.6%)
Cap. Flow
-$6.78M
Cap. Flow
% of AUM
-5.85%
Top 10 Holdings %
Top 10 Hldgs %
76.07%
Holding
135
New
13
Increased
20
Reduced
28
Closed
6
Top Buys
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.12M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$2.04M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$822K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$782K |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
$503K |
Top Sells
Sector Composition
| 1 | Technology | 3.98% |
| 2 | Financials | 3.6% |
| 3 | Consumer Discretionary | 2.37% |
| 4 | Consumer Staples | 1.15% |
| 5 | Energy | 0.66% |
