AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+3.97%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.12%
Holding
120
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$31.9M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$16M |
| 3 |
iShares Biotechnology ETF
IBB
|
$13.5M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.7M |
| 5 |
iShares MSCI India ETF
INDA
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.76% |
| 2 | Energy | 0.38% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Technology | 0.29% |
| 5 | Industrials | 0.24% |
