AWM

Avondale Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$592K
3
+$535K
4
SCHW icon
Charles Schwab
SCHW
+$445K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$194K

Top Sells

1
+$8.1M
2
+$943K
3
+$808K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$798K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$508K

Sector Composition

1 Technology 4.25%
2 Financials 4.2%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.14%
5 Energy 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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134
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135
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136
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-10,231
2 3 4 5
6