Steward Financial Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Steward Financial Group’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
2023 Q3	$204K	Buy	+4,609	New	+$215K	0.06%	71

Other funds holding AVSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

WCA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BHWM

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

JMPWA

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

Steward Financial Group's AVSC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2023: 4,609 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings.

60 funds tracked by Wall St. Rank hold AVSC as of Q3 2023.

Steward Financial Group held 4,609 shares of Avantis US Small Cap Equity ETF worth $204K as of Q3 2023.
Avantis US Small Cap Equity ETF was a new Steward Financial Group position in Q3 2023.
Avantis US Small Cap Equity ETF made up 0.06% of Steward Financial Group's portfolio in Q3 2023, its #71 holding.
60 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.