AFW

Avantra Family Wealth Portfolio holdings

AUM $134M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$6.96M
2 +$4.35M
3 +$4.13M
4
AMZN icon
Amazon
AMZN
+$2.7M
5
WFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$149K 0.14%
+14,976
152
$134K 0.13%
+11,827