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AC
Avant Capital Portfolio holdings
AUM
$142M
1-Year Est. Return
15.27%
This Fund
S&P 500
1 Year Est. Return
+15.27%
AUM
$142M
AUM Growth
-$3.44M
(-2.4%)
Holding
81
Top Buys
| 1 | +$396K | |
| 2 | +$233K | |
| 3 | +$207K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$154K |
| 5 |
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
|
+$72.9K |
Top Sells
| 1 | +$322K | |
| 2 | +$249K | |
| 3 | +$234K | |
| 4 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$233K |
| 5 |
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
|
+$232K |
Sector Composition
| 1 | Consumer Discretionary | 3.59% |
| 2 | Technology | 2.93% |
| 3 | Energy | 2.81% |
| 4 | Consumer Staples | 0.35% |
| 5 | Financials | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Transocean
RIG
$6.49B
| $99.5K | 0.07% |
15,000
|
|
||
|
77
WisdomTree US AI Enhanced Value Fund
AIVL
$413M
| – | – |
-2,026
|
|
||
78
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-412
|
|
||
|
79
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$395M
| – | – |
-4,668
|
|
||
80
Mastercard
MA
$434B
| – | – |
-356
|
|
||
81
Vanguard Russell 1000 Value ETF
VONV
$20.4B
| – | – |
-2,411
|
|