AFW
Atlantic Family Wealth Portfolio holdings
AUM
$115M
This Quarter Return
+0.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.6M
AUM Growth
–
Cap. Flow
+$84.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.48%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$28.5M |
| 2 |
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
|
$22.8M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$6.3M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$4.18M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.09% |
| 2 | Financials | 2.42% |
| 3 | Healthcare | 1.39% |
| 4 | Energy | 1.35% |
| 5 | Communication Services | 0.91% |
