AWM

Avondale Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.4M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$590K
2 +$589K
3 +$428K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$240K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$158K

Top Sells

1 +$3.56M
2 +$785K
3 +$540K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$535K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$527K

Sector Composition

1 Financials 1.79%
2 Consumer Discretionary 1.51%
3 Technology 1.44%
4 Industrials 1.02%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,579