AEPWM
Atlantic Edge Private Wealth Management Portfolio holdings
AUM
$364M
This Quarter Return
+8.65%
1 Year Return
+13.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$291M
AUM Growth
+$291M
(+18%)
Cap. Flow
+$37.6M
Cap. Flow
% of AUM
12.94%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
510
New
42
Increased
111
Reduced
53
Closed
22
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15% |
| 2 | Healthcare | 6.47% |
| 3 | Financials | 5.24% |
| 4 | Industrials | 4.47% |
| 5 | Consumer Discretionary | 4.11% |
