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
$121M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$3.26M
2 +$1.13M
3 +$896K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$687K
5
INDA icon
iShares MSCI India ETF
INDA
+$552K

Sector Composition

1 Financials 0.91%
2 Consumer Discretionary 0.39%
3 Energy 0.37%
4 Technology 0.29%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-380
102
0
103
0