AVTMAvantis Total Equity Markets ETF
Seeks long-term capital appreciation.
By Avantis Investors · Launched 2026
Annual Cost
0.22%
#1,015 of 5,861 · low cost
Fund Size
$779M
#1,279 of 5,861 · large
Return (1Y)Goal
N/A
Track Record
7 months
#5,130 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,937+9.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 25.6% of fund✓ well diversified
NVIDIA Corp
4.3%
Avantis US Quality ETF
3.7%
Alphabet Inc
3.7%
Apple Inc
3.0%
JPMorgan Chase & Co
2.4%
Meta Platforms Inc
2.1%
Eli Lilly & Co
1.8%
Twilio Inc
1.6%
Goldman Sachs Group Inc/The
1.5%
Berkshire Hathaway Inc
1.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
Other
0.0%
By sector
Technology
33.1%
Financial Services
16.5%
Industrials
12.1%
Consumer Cyclical
10.2%
Communication
9.1%
Healthcare
6.9%
Consumer Defensive
3.8%
Energy
3.7%
Other
4.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diversified portfolio of equity securities and equity ETFs, allocating across geographies and investment styles. Invests at least 80% of assets in U.S. equity securities, with some exposure to non-U.S. developed and emerging markets.
- Inception date
- January 30, 2026
- Fund family
- Avantis Investors
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Data updated on 2026-08-04