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AEPWM
Atlantic Edge Private Wealth Management Portfolio holdings
AUM
$406M
1-Year Est. Return
21.49%
This Fund
S&P 500
1 Year Est. Return
+21.49%
AUM
$291M
AUM Growth
+$44.7M
(+18%)
Holding
510
Top Buys
| 1 | +$10.8M | |
| 2 | +$3.35M | |
| 3 | +$1.61M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.58M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.56M |
Top Sells
| 1 | +$1.91M | |
| 2 | +$757K | |
| 3 | +$745K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$702K |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$662K |
Sector Composition
| 1 | Technology | 15% |
| 2 | Healthcare | 6.47% |
| 3 | Financials | 5.24% |
| 4 | Industrials | 4.47% |
| 5 | Consumer Discretionary | 4.11% |