AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+1.26%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+2.6%)
Cap. Flow
+$4.79M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
74.94%
Holding
135
New
11
Increased
33
Reduced
21
Closed
13
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.18M |
| 2 |
DraftKings
DKNG
|
$821K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$565K |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$539K |
| 5 |
Advanced Micro Devices
AMD
|
$433K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.09M |
| 2 |
Charles Schwab
SCHW
|
$472K |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$304K |
| 4 |
lululemon athletica
LULU
|
$225K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$218K |
Sector Composition
| 1 | Technology | 6.19% |
| 2 | Consumer Discretionary | 3.84% |
| 3 | Financials | 3.7% |
| 4 | Industrials | 1.26% |
| 5 | Energy | 0.95% |
