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
$102M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.48M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$708K
5
AMZN icon
Amazon
AMZN
+$641K

Top Sells

1
+$2.07M
2
+$102K
3
+$93K
4
LNT icon
Alliant Energy
LNT
+$77K
5
DUK icon
Duke Energy
DUK
+$68K

Sector Composition

1 Technology 4.54%
2 Consumer Discretionary 2.96%
3 Financials 2.15%
4 Industrials 1.35%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28
102
– –
-1,500
103
– –
-470
104
– –
-3,200
105
– –
-1,197
106
$0 ﹤0.01%
1
107
– –
-173
108
– –
-89
109
$0 ﹤0.01%
1
110
$0 ﹤0.01%
1
111
– –
-5
1 2 3 4
5