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

Top Buys

1 +$6.03M
2 +$561K
3 +$469K
4
AAPL icon
Apple
AAPL
+$433K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$426K

Top Sells

1 +$616K
2 +$272K
3 +$177K
4
AMD icon
Advanced Micro Devices
AMD
+$175K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$115K

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