We are live on
!
Find out more
AFW
Avantra Family Wealth Portfolio holdings
AUM
$134M
1-Year Est. Return
25.66%
This Fund
S&P 500
1 Year Est. Return
+25.66%
AUM
$121M
AUM Growth
+$16.9M
(+16%)
Holding
167
Top Buys
| 1 | +$4.73M | |
| 2 | +$4.72M | |
| 3 | +$4.67M | |
| 4 |
QMMY
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
|
+$4.18M |
| 5 |
FT Vest International Equity Buffer ETF September
YSEP
|
+$3.67M |
Top Sells
| 1 | +$1.35M | |
| 2 | +$1.17M | |
| 3 | +$1.01M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$1M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$996K |
Sector Composition
| 1 | Technology | 23.58% |
| 2 | Financials | 10.52% |
| 3 | Healthcare | 8.63% |
| 4 | Communication Services | 5.78% |
| 5 | Industrials | 4.99% |