AFW
Atlantic Family Wealth Portfolio holdings
AUM
$129M
1-Year Est. Return
12.6%
1 Year Est. Return
+12.6%
AUM
$129M
AUM Growth
+$14.5M
(+13%)
Holding
57
Top Buys
| 1 | +$2.25M | |
| 2 | +$1.11M | |
| 3 | +$606K | |
| 4 |
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
|
+$602K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$261K |
Top Sells
| 1 | +$688K | |
| 2 | +$490K | |
| 3 | +$216K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.33K |
| 5 |
American Electric Power
AEP
|
+$2.59K |
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Technology | 1.99% |
| 3 | Healthcare | 1.47% |
| 4 | Energy | 1.47% |
| 5 | Utilities | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
FirstEnergy
FE
$26.8B
| $225K | 0.17% |
+4,921
|
|
||
52
Huntington Bancshares
HBAN
$25.9B
| $225K | 0.17% |
13,030
|
|
||
|
53
American Electric Power
AEP
$64.4B
| $225K | 0.17% |
1,999
-23
|
|
||
|
ETHA
54
iShares Ethereum Trust ETF
ETHA
$1.59B
| $211K | 0.16% |
+6,693
|
|
||
55
Amcor
AMCR
$19.7B
| $194K | 0.15% |
23,701
+13,349
|
|
||
56
Gilead Sciences
GILD
$154B
| – | – |
-1,950
|
|
||
57
iShares Core MSCI Europe ETF
IEUR
$6.78B
| – | – |
-10,388
|
|