AEPWM
Atlantic Edge Private Wealth Management Portfolio holdings
AUM
$364M
This Quarter Return
+1.14%
1 Year Return
+13.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+2.9%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
41.46%
Holding
518
New
30
Increased
115
Reduced
79
Closed
34
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.73M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.12M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.97M |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$1.52M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.4M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 6.24% |
| 3 | Financials | 4.94% |
| 4 | Industrials | 4.2% |
| 5 | Consumer Discretionary | 3.89% |
