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
$154M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$454K
3
+$371K
4
AMD icon
Advanced Micro Devices
AMD
+$349K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$327K

Top Sells

1
+$634K
2
+$556K
3
+$501K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$400K
5
S icon
SentinelOne
S
+$395K

Sector Composition

1 Technology 6.38%
2 Financials 3.85%
3 Consumer Discretionary 3.6%
4 Industrials 1.04%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.8K 0.04%
500
-500
77
$64.3K 0.04%
4,000
-4,500
78
$64.1K 0.04%
2,000
-3,750
79
$63.3K 0.04%
1,038
-2
80
$62.3K 0.04%
+1,000
81
$60.8K 0.04%
400
-200
82
$58.5K 0.04%
10,000
83
$56.9K 0.04%
2,000
84
$56.4K 0.04%
2,000
+1,200
85
$56.3K 0.04%
2,000
86
$54.7K 0.04%
200
-150
87
$51.9K 0.03%
724
88
$51.1K 0.03%
+300
89
$51.1K 0.03%
133
90
$43K 0.03%
327
-289
91
$41.6K 0.03%
434
92
$37.8K 0.02%
620
-917
93
$32.1K 0.02%
676
94
$31.8K 0.02%
1,300
95
$31.6K 0.02%
625
-67
96
$26.2K 0.02%
815
97
$25.4K 0.02%
1,000
98
$24.8K 0.02%
35
-42
99
$24.3K 0.02%
286
100
$22.1K 0.01%
100
1 2 3
4
5