AWM

Avondale Wealth Management Portfolio holdings

AUM $203M
1-Year Est. Return 24.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$609K
3
+$429K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$409K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$349K

Top Sells

1
+$921K
2
+$697K
3
+$626K
4
PLTR icon
Palantir
PLTR
+$519K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$483K

Sector Composition

1 Technology 6.09%
2 Consumer Discretionary 4.12%
3 Financials 3.12%
4 Industrials 1.26%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
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