APW
Atlantic Private Wealth Portfolio holdings
AUM
$155M
1-Year Est. Return
13.48%
1 Year Est. Return
+13.48%
AUM
$149M
AUM Growth
+$13.7M
(+10%)
Holding
253
Top Buys
| 1 | +$6.39M | |
| 2 | +$3.84M | |
| 3 | +$2.53M | |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$2.09M |
| 5 |
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
|
+$1.95M |
Top Sells
| 1 | +$3.88M | |
| 2 | +$3.48M | |
| 3 | +$994K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$963K |
| 5 |
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
|
+$923K |
Sector Composition
| 1 | Financials | 1.78% |
| 2 | Technology | 1.11% |
| 3 | Healthcare | 0.58% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Colgate-Palmolive
CL
$63.5B
| – | – |
-1,653
|
|
||
252
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-200
|
|
||
253
Innovator Defined Wealth Shield ETF
BALT
$1.69B
| – | – |
-12,916
|
|