AWM

Avondale Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.8M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.17M
3
+$436K
4
JYNT icon
The Joint Corp
JYNT
+$222K
5
WMT icon
Walmart Inc
WMT
+$211K

Top Sells

1
+$2.12M
2
+$1.58M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M
5
IBUY icon
Amplify Online Retail ETF
IBUY
+$641K

Sector Composition

1 Consumer Discretionary 3.23%
2 Technology 3.01%
3 Financials 2.73%
4 Consumer Staples 2.07%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
20
102
$1K ﹤0.01%
+13
103
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-5
104
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105
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-436
106
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108
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109
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110
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111
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-1,500
112
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113
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-1,500
114
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115
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-1
116
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117
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118
– –
-1,500
119
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120
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121
– –
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1 2 3 4
5