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Avantax Planning Partners Portfolio holdings

AUM $3.15B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Sells

1 +$79.6M
2 +$27.9M
3 +$12.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.97M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.53M

Sector Composition

1 Technology 4.69%
2 Healthcare 2.57%
3 Industrials 2.25%
4 Financials 2.23%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-1,506