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Avantis Total Equity Markets ETF 1 (AVTM) ETF Holdings & Analysis
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What AVTM does
The Avantis Total Equity Markets ETF 1 (AVTM) is an actively managed fund that strategically invests in a diverse array of equity securities and other ETFs. Its core objective is to identify holdings capable of delivering enhanced risk-adjusted returns compared to a passively managed index. The fund maintains a strong domestic focus, committing at least 80% of its assets to U.S. company stocks. Any international exposure is kept minimal, primarily targeting developed markets while also including some emerging market opportunities. Through its active management, dedicated portfolio managers meticulously analyze market data to inform their decisions on buying, selling, and holding assets. This decision-making process carefully weighs implementation costs, potential tax implications, and trading efficiencies. Furthermore, the portfolio is regularly rebalanced to effectively manage risks, control expenses, and minimize tax burdens amidst fluctuating market conditions.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AVANTIS INTERNATIONAL EQUITY E AVANTIS INTERNATIONAL EQUITY | 9.96% | |
| NVIDIA CORP COMMON STOCK USD.001 | 5.73% | |
| APPLE INC COMMON STOCK USD.00001 | 5.00% | |
| AVANTIS EMERGING MARKETS EQUIT AVANTIS EMERGING MARKETS EQ | 4.77% | |
| MICROSOFT CORP COMMON STOCK USD.00000625 | 3.64% | |
| AVANTIS US QUALITY ETF AVANTIS US QUALITY EQ ETF | 3.23% | |
| AMAZON.COM INC COMMON STOCK USD.01 | 2.29% | |
| ALPHABET INC CL C COMMON STOCK USD.001 | 2.21% | |
| META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | 2.03% | |
| ELI LILLY + CO COMMON STOCK | 1.60% |
Sector allocation
| Technology | 34.44% |
| Financial Services | 15.53% |
| Industrials | 11.04% |
| Consumer Cyclical | 9.16% |
| Communication Services | 8.44% |
| Healthcare | 7.47% |
| Energy | 4.95% |
| Consumer Defensive | 3.87% |
| Basic Materials | 3.06% |
| Utilities | 1.78% |
| Real Estate | 0.26% |
Geographic allocation
| United States | 98.05% |
| Ireland | 0.73% |
| United Kingdom | 0.34% |
| Bermuda | 0.25% |
| Switzerland | 0.24% |
| Uruguay | 0.13% |
| Puerto Rico | 0.06% |
| Cayman Islands | 0.06% |
| Other | 0.05% |
| Greece | 0.04% |
PortView Portfolio Insights
PortView analyzes how AVTM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does AVTM track?
- AVTM is the Avantis Total Equity Markets ETF 1, a Other ETF.
- What is the expense ratio of AVTM?
- Expense ratio data for AVTM is shown on the page when available from our data provider.
- What are the largest holdings in AVTM?
- Top holdings include AVDE, NVDA, AAPL, AVEM, MSFT.
- How can PortView analyze AVTM overlap with other ETFs?
- PortView computes the holdings overlap between AVTM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.