AWM
Avondale Wealth Management Portfolio holdings
AUM
$179M
This Quarter Return
+11.5%
1 Year Return
+15.88%
3 Year Return
+60.62%
5 Year Return
+77.18%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+13%)
Cap. Flow
+$4.66M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
72.76%
Holding
122
New
9
Increased
30
Reduced
25
Closed
8
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$12M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$8.99M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$6.47M |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$1.88M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 6.38% |
| 2 | Consumer Discretionary | 4.17% |
| 3 | Financials | 3.4% |
| 4 | Industrials | 1.82% |
| 5 | Consumer Staples | 1.01% |
