APW
Atlantic Private Wealth Portfolio holdings
AUM
$155M
1-Year Est. Return
13.48%
1 Year Est. Return
+13.48%
AUM
$155M
AUM Growth
+$5.76M
(+3.9%)
Holding
255
Top Buys
| 1 | +$1.11M | |
| 2 | +$992K | |
| 3 | +$668K | |
| 4 |
Innovator US Equity Power Buffer ETF August
PAUG
|
+$629K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$549K |
Top Sells
| 1 | +$3.67M | |
| 2 | +$1.24M | |
| 3 | +$1.2M | |
| 4 |
Robinhood
HOOD
|
+$843K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$794K |
Sector Composition
| 1 | Financials | 1.18% |
| 2 | Technology | 1.1% |
| 3 | Healthcare | 0.64% |
| 4 | Industrials | 0.53% |
| 5 | Communication Services | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Merck
MRK
$250B
| – | – |
-13
|
|
||
252
Innovator US Equity Power Buffer ETF February
PFEB
$755M
| – | – |
-4,006
|
|
||
253
Innovator US Equity Ultra Buffer ETF February
UFEB
$159M
| – | – |
-3,390
|
|
||
254
U-Haul Holding Co
UHAL
$10B
| – | – |
-300
|
|
||
255
Innovator US Equity Ultra Buffer ETF October
UOCT
$239M
| – | – |
-8,578
|
|