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
$85.1M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$1.05M
3 +$781K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$742K
5
AAPL icon
Apple
AAPL
+$672K

Top Sells

1 +$6.62M
2 +$1.22M
3 +$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$770K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$735K

Sector Composition

1 Financials 4.24%
2 Technology 3.3%
3 Consumer Discretionary 2.86%
4 Energy 1.6%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,250
127
-33
128
-750
129
-1,750