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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$16M
3
+$13.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.7M
5
INDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
+60
102
$9K 0.01%
+200
103
$8K 0.01%
+80
104
$8K 0.01%
+15
105
$8K 0.01%
+115
106
$8K 0.01%
+36
107
$8K 0.01%
+176
108
$7K 0.01%
+80
109
$7K 0.01%
+95
110
$6K 0.01%
+90
111
$6K 0.01%
+71
112
$6K 0.01%
+77
113
$6K 0.01%
+30
114
$5K ﹤0.01%
+100
115
$4K ﹤0.01%
+76
116
$3K ﹤0.01%
+66
117
$3K ﹤0.01%
+148
118
$1K ﹤0.01%
+69
119
$1K ﹤0.01%
+26
120
– –
0
1 2 3 4
5