Instuitional Investor - Avantra Family Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Avantra Family Wealth, Inc.
Portfolio Value $107,022,715
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 27,795 $6,960,378 6.5%
2. MSFT 10,331 $4,354,598 4.06%
3. NVDA 30,773 $4,132,492 3.86%
4. AMZN 12,304 $2,699,444 2.52%
5. WFC 30,357 $2,132,276 1.99%