AFW
Atlantic Family Wealth Portfolio holdings
AUM
$115M
1 Year Est. Return
–
AUM
$115M
AUM Growth
+$6.2M
(+5.7%)
Holding
55
Top Buys
| 1 | +$894K | |
| 2 | +$367K | |
| 3 | +$362K | |
| 4 |
Exxon Mobil
XOM
|
+$288K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$287K |
Top Sells
| 1 | +$615K | |
| 2 | +$452K | |
| 3 | +$361K | |
| 4 |
Philip Morris
PM
|
+$340K |
| 5 |
LyondellBasell Industries
LYB
|
+$211K |
Sector Composition
| 1 | Financials | 2.24% |
| 2 | Technology | 1.78% |
| 3 | Healthcare | 1.57% |
| 4 | Energy | 1.33% |
| 5 | Utilities | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$209B
| $207K | 0.18% |
1,569
-5
|
|
||
52
Amcor
AMCR
$18.8B
| $95.1K | 0.08% |
10,352
-36
|
|
||
53
Bristol-Myers Squibb
BMY
$88.3B
| – | – |
-5,921
|
|
||
|
54
LyondellBasell Industries
LYB
$14.8B
| – | – |
-2,996
|
|
||
|
55
Philip Morris
PM
$243B
| – | – |
-2,145
|
|