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
$86.2M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.68M
3
+$2.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K

Top Sells

1
+$683K
2
+$560K
3
+$452K
4
GLD icon
SPDR Gold Trust
GLD
+$441K
5
KO icon
Coca-Cola
KO
+$372K

Sector Composition

1 Financials 3.93%
2 Technology 2.95%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.03%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
35
102
$4K ﹤0.01%
+266
103
$3K ﹤0.01%
495
104
$3K ﹤0.01%
+10
105
$3K ﹤0.01%
+122
106
$2K ﹤0.01%
22
107
$1K ﹤0.01%
39
+26
108
$1K ﹤0.01%
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109
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2 3 4
5
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