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
$98.8M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.13M
3
+$439K
4
WMT icon
Walmart
WMT
+$213K
5
LULU icon
lululemon athletica
LULU
+$192K

Top Sells

1
+$1.84M
2
+$1.58M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$554K

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%
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5