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Home > Institutional Investor > Avondale Wealth Management > Profile

Instuitional Investor - Avondale Wealth Management

Fund Profile
Filing Period:
Fund Name: Avondale Wealth Management
Portfolio Value $124,136,177
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,149 $27,296,283 21.98%
2.
Ishares Trust
 IEF 50,897 $14,106,217 11.36%
3.
Invesco Qqq Trust Series I
 30,423 $12,458,793 10.03%
4.
Pacer Us Small Cap Cash Cows 100 Etf
 223,500 $10,734,721 8.64%
5.
Dimensional Etf Trust
 366,868 $8,845,180 7.12%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)