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
$66.1M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$327K
3
+$262K
4
IBB icon
iShares Biotechnology ETF
IBB
+$138K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$112K

Top Sells

1
+$5.99M
2
+$2.46M
3
+$729K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$604K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$304K

Sector Composition

1 Technology 2.39%
2 Financials 2.21%
3 Consumer Discretionary 1.58%
4 Industrials 0.87%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-160
102
– –
-650
103
– –
-246
104
– –
-366
1 2 3 4
5