SSWM
AVUV icon

Sheets Smith Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sheets Smith Wealth Management’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
2026
Q2 		$1.96M Buy
15,745
+3,727
+31% +$445K 0.2% 108
2026
Q1 		$1.33M Buy
12,018
+1,348
+13% +$148K 0.15% 146
2025
Q4 		$1.09M Sell
10,670
-4,157
-28% -$416K 0.12% 169
2025
Q3 		$1.48M Sell
14,827
-20
-0.1% -$1.94K 0.17% 130
2025
Q2 		$1.35M Sell
14,847
-1,398
-9% -$120K 0.16% 129
2025
Q1 		$1.42M Buy
16,245
+2,172
+15% +$204K 0.18% 122
2024
Q4 		$1.36M Buy
14,073
+169
+1% +$16.8K 0.17% 124
2024
Q3 		$1.33M Buy
13,904
+5,086
+58% +$475K 0.16% 128
2024
Q2 		$791K Buy
8,818
+78
+0.9% +$7.06K 0.09% 176
2024
Q1 		$819K Buy
8,740
+3
+0% +$265 0.09% 179
2023
Q4 		$785K Sell
8,737
-252
-3% -$20.2K 0.11% 157
2023
Q3 		$701K Sell
8,989
-103
-1% -$8.28K 0.11% 165
2023
Q2 		$706K Buy
9,092
+154
+2% +$11.3K 0.1% 171
2023
Q1 		$662K Buy
8,938
+5,671
+174% +$444K 0.1% 175
2022
Q4 		$243K Sell
3,267
-600
-16% -$45.1K 0.04% 275
2022
Q3 		$256K Buy
3,867
+200
+5% +$14.6K 0.04% 262
2022
Q2 		$251K Buy
+3,667
New +$278K 0.04% 264

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return