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
$102M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$340K
3
+$323K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$251K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$501K
2
+$459K
3
+$444K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$401K
5
BA icon
Boeing
BA
+$330K

Sector Composition

1 Technology 3.67%
2 Financials 3.44%
3 Consumer Discretionary 3.06%
4 Industrials 1.54%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
+100
102
$5K ﹤0.01%
+33
103
$4K ﹤0.01%
40
104
$3K ﹤0.01%
35
105
$3K ﹤0.01%
20
+3
106
– –
-633
107
– –
-1,673
108
$0 ﹤0.01%
1
109
– –
-950
110
$0 ﹤0.01%
1
1 2 3 4
5