APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
+5.76%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$95.2M
AUM Growth
+$95.2M
(+2.7%)
Cap. Flow
-$2.53M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
83.47%
Holding
98
New
59
Increased
12
Reduced
14
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.54M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.24M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$491K |
| 4 |
Robinhood
HOOD
|
$486K |
| 5 |
Edwards Lifesciences
EW
|
$441K |
Sector Composition
| 1 | Healthcare | 1.56% |
| 2 | Consumer Staples | 0.84% |
| 3 | Real Estate | 0.6% |
| 4 | Technology | 0.53% |
| 5 | Financials | 0.3% |
