APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
-2.66%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$99M
AUM Growth
+$99M
(+0.7%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
81.58%
Holding
124
New
17
Increased
23
Reduced
13
Closed
11
Top Buys
Top Sells
| 1 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$911K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$371K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$310K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$232K |
| 5 |
iShares MSCI China ETF
MCHI
|
$196K |
Sector Composition
| 1 | Healthcare | 1.12% |
| 2 | Technology | 0.88% |
| 3 | Financials | 0.26% |
| 4 | Industrials | 0.25% |
| 5 | Utilities | 0.15% |
