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Silicon Hills Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Silicon Hills Wealth Management’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$8.08M Buy
156,466
+2,228
+1% +$109K 4.56% 4
2023
Q1 		$7.45M Buy
154,238
+148,948
+2,816% +$7.15M 4.47% 5
2022
Q4 		$242K Buy
+5,290
New +$243K 0.18% 84

Other funds holding AVSU

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Silicon Hills Wealth Management's AVSU Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 1.4% in Q2 2023, buying an estimated $109K and bringing the position to 156,466 shares worth $8.08M. The position accounts for 4.56% of the portfolio, ranked #4.

Silicon Hills Wealth Management first reported a position in AVSU in Q4 2022 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold AVSU as of Q2 2023.

  • Silicon Hills Wealth Management held 156,466 shares of Avantis Responsible US Equity ETF worth $8.08M as of Q2 2023.
  • Silicon Hills Wealth Management bought 2,228 Avantis Responsible US Equity ETF shares in Q2 2023, an estimated $109K.
  • Avantis Responsible US Equity ETF made up 4.56% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #4 holding.
  • Silicon Hills Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.