AFW
Avantra Family Wealth Portfolio holdings
AUM
$121M
This Quarter Return
+1.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.69%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.96M |
| 2 |
Microsoft
MSFT
|
$4.35M |
| 3 |
NVIDIA
NVDA
|
$4.13M |
| 4 |
Amazon
AMZN
|
$2.7M |
| 5 |
Wells Fargo
WFC
|
$2.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.89% |
| 2 | Financials | 12.59% |
| 3 | Healthcare | 9.5% |
| 4 | Communication Services | 5.95% |
| 5 | Consumer Discretionary | 5.4% |
