AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+6.72%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$119M
AUM Growth
+$3.14M
(+2.7%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
75.55%
Holding
136
New
6
Increased
14
Reduced
38
Closed
10
Top Buys
| 1 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$8.06M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$533K |
| 3 |
SentinelOne
S
|
$529K |
| 4 |
Charles Schwab
SCHW
|
$482K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$208K |
Top Sells
Sector Composition
| 1 | Technology | 4.25% |
| 2 | Financials | 4.2% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Consumer Staples | 1.14% |
| 5 | Energy | 0.72% |
