AEPWM

Atlantic Edge Private Wealth Management Portfolio holdings

AUM $389M
1-Year Est. Return 14.94%
This Quarter Est. Return
1 Year Est. Return
+14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$3.38M
3 +$1.64M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.63M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 15%
2 Healthcare 6.47%
3 Financials 5.24%
4 Industrials 4.47%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20K 0.01%
277
252
$20K 0.01%
792
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$19.4K 0.01%
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$19.1K 0.01%
450
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$18.7K 0.01%
65
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$18.4K 0.01%
230
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$18.1K 0.01%
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$18.1K 0.01%
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$18.1K 0.01%
780
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$18K 0.01%
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$18K 0.01%
653
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$17.5K 0.01%
445
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$17.3K 0.01%
274
+33
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$17.1K 0.01%
300
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-29
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$16.9K 0.01%
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$16.9K 0.01%
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268
$16.4K 0.01%
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$16.3K 0.01%
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$16.1K 0.01%
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273
$16K 0.01%
500
274
$15.9K 0.01%
271
+69
275
$15.6K 0.01%
696