AWM

Avondale Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$8.06M
2
+$533K
3
+$529K
4
SCHW icon
Charles Schwab
SCHW
+$482K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$208K

Top Sells

1
+$7.53M
2
+$980K
3
+$844K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$801K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$506K

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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129
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0
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133
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134
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135
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-10,231
136
– –
-7,500
2 3 4 5
6