AWM

Avondale Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$561K
3
+$469K
4
AAPL icon
Apple
AAPL
+$433K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$426K

Top Sells

1
+$616K
2
+$272K
3
+$177K
4
AMD icon
Advanced Micro Devices
AMD
+$175K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$115K

Sector Composition

1 Technology 5.4%
2 Financials 4.24%
3 Consumer Discretionary 3.35%
4 Industrials 1.04%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68.7K 0.05%
450
77
$67.6K 0.05%
1,608
78
$62.9K 0.04%
500
79
$61.4K 0.04%
+360
80
$61.2K 0.04%
1,935
81
$61K 0.04%
80
82
$60K 0.04%
200
83
$59.8K 0.04%
2,628
84
$57.9K 0.04%
1,000
85
$57.1K 0.04%
78
86
$54.2K 0.04%
290
87
$53.5K 0.04%
2,000
-4,000
88
$49.8K 0.03%
407
89
$47.7K 0.03%
724
90
$45.8K 0.03%
133
91
$45.5K 0.03%
75
92
$36.1K 0.03%
190
93
$33.9K 0.02%
676
94
$33.5K 0.02%
43
95
$33.4K 0.02%
260
96
$32.8K 0.02%
800
97
$32.8K 0.02%
+16,000
98
$29.9K 0.02%
1,300
99
$27.8K 0.02%
66
100
$27.1K 0.02%
650
2 3
4
5 6