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
$143M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$561K
3
+$459K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$455K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$412K

Top Sells

1
+$587K
2
+$259K
3
+$177K
4
AMD icon
Advanced Micro Devices
AMD
+$170K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$114K

Sector Composition

1 Technology 5.4%
2 Financials 4.24%
3 Consumer Discretionary 3.35%
4 Industrials 1.04%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,500
127
– –
0
128
– –
0
129
– –
-44
130
– –
0
131
– –
0
2 3 4 5
6