AFW
Atlantic Family Wealth Portfolio holdings
AUM
$115M
This Quarter Return
+4.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+5.7%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
86.9%
Holding
55
New
9
Increased
15
Reduced
26
Closed
3
Top Buys
| 1 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
$894K |
| 2 |
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
|
$367K |
| 3 |
TotalEnergies
TTE
|
$362K |
| 4 |
Exxon Mobil
XOM
|
$288K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$287K |
Top Sells
| 1 |
Apple
AAPL
|
$615K |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$452K |
| 3 |
Bristol-Myers Squibb
BMY
|
$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% |
