Kolinsky Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Kolinsky Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,922	Closed	-$1.19M	–	128
2022 Q1	$1.19M	Buy	+14,922	New	+$706K	1.17%	10

Other funds holding AVSC

Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $930M AUM 18.15% 1-Year Est. Return

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return