AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
-11.98%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+14%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
24.39%
Top 10 Holdings %
Top 10 Hldgs %
93.84%
Holding
121
New
21
Increased
18
Reduced
5
Closed
5
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$13.5M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$8.4M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.31M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.64M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.6M |
Top Sells
| 1 |
iShares MSCI India ETF
INDA
|
$8.86M |
| 2 |
Spotify
SPOT
|
$98K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$84K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$35.7K |
| 5 |
Emerson Electric
EMR
|
$18K |
Sector Composition
| 1 | Financials | 1.23% |
| 2 | Consumer Discretionary | 0.41% |
| 3 | Energy | 0.3% |
| 4 | Technology | 0.25% |
| 5 | Industrials | 0.19% |
