Align Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Align Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$120K	Buy	+1,810	New	+$136K	0.1%	34

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Align Wealth Management's AVUV Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2022: 1,810 shares worth $120K. The stake represents 0.1% of the portfolio and ranks #34 among its holdings.

359 funds tracked by Wall St. Rank hold AVUV as of Q4 2022.

Align Wealth Management held 1,810 shares of Avantis US Small Cap Value ETF worth $120K as of Q4 2022.
Avantis US Small Cap Value ETF was a new Align Wealth Management position in Q4 2022.
Avantis US Small Cap Value ETF made up 0.1% of Align Wealth Management's portfolio in Q4 2022, its #34 holding.
359 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.