APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
+5.53%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$98.3M
AUM Growth
+$98.3M
(+3.3%)
Cap. Flow
-$1.92M
Cap. Flow
% of AUM
-1.96%
Top 10 Holdings %
Top 10 Hldgs %
82.75%
Holding
118
New
22
Increased
27
Reduced
18
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$668K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$642K |
| 4 |
Iron Mountain
IRM
|
$574K |
| 5 |
Vanguard Extended Market ETF
VXF
|
$406K |
Sector Composition
| 1 | Healthcare | 0.98% |
| 2 | Technology | 0.65% |
| 3 | Financials | 0.32% |
| 4 | Industrials | 0.26% |
| 5 | Utilities | 0.23% |
