AVANTRA FAMILY WEALTH, INC.

AVANTRA FAMILY WEALTH, INC. runs AVANTRA FAMILY WEALTH, INC. and currently holds 154 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $134.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AVANTRA FAMILY WEALTH, INC. ranks #949 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AVANTRA FAMILY WEALTH, INC.'s portfolio at AVANTRA FAMILY WEALTH, INC. has delivered returns of +14.04%. Their 3-year annualized return is +13.02%. Looking at the 5-year horizon, AVANTRA FAMILY WEALTH, INC. has achieved +13.02% annualized returns at AVANTRA FAMILY WEALTH, INC..