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AVUV icon

CPWM LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CPWM LLC’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$14.2M Buy
215,375
+67,504
+46% +$4.92M 1.34% 14
2022
Q2 		$10.1M Sell
147,871
-83,351
-36% -$6.31M 0.9% 21
2022
Q1 		$18.5M Sell
231,222
-3,181
-1% -$252K 1.32% 13
2021
Q4 		$17.7M Hold
234,403
– – 1.4% 15
2021
Q3 		$17.7M Buy
234,403
+15,936
+7% +$1.18M 1.63% 13
2021
Q2 		$16.6M Buy
218,467
+12,794
+6% +$967K 1.25% 14
2021
Q1 		$14.9M Buy
205,673
+2,684
+1% +$180K 1.28% 14
2020
Q4 		$11.5M Buy
202,989
+17,343
+9% +$888K 1.05% 20
2020
Q3 		$7.95M Buy
185,646
+33,015
+22% +$1.43M 0.84% 24
2020
Q2 		$6.18M Buy
152,631
+27,426
+22% +$1.02M 0.7% 31
2020
Q1 		$3.9M Buy
+125,205
New +$5.66M 0.57% 37

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return