AWM

Avondale Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$454K
3
+$371K
4
AMD icon
Advanced Micro Devices
AMD
+$349K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$327K

Top Sells

1
+$634K
2
+$556K
3
+$501K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$400K
5
S icon
SentinelOne
S
+$395K

Sector Composition

1 Technology 6.38%
2 Financials 3.85%
3 Consumer Discretionary 3.6%
4 Industrials 1.04%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.4K 0.01%
45
-23
102
$17.6K 0.01%
1,200
103
$14K 0.01%
146
-170
104
$12.8K 0.01%
430
105
$11.4K 0.01%
173
106
$9.18K 0.01%
62
107
$6.03K ﹤0.01%
35
108
$3.89K ﹤0.01%
126
+32
109
$3.56K ﹤0.01%
120
-156
110
$3.52K ﹤0.01%
+125
111
$1.93K ﹤0.01%
39
112
$468 ﹤0.01%
100
113
$36 ﹤0.01%
1
114
– –
-44,250
115
– –
-110
116
– –
-1,000
117
– –
-1,700
118
– –
-450
119
– –
-1,050
120
– –
-2,000
121
– –
-700
122
– –
-450
123
– –
-190
124
– –
-203
125
– –
-650
1 2 3 4
5