APW

Atlantic Private Wealth Portfolio holdings

AUM $149M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.2M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$546K
3
+$259K
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$257K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$175K

Top Sells

1
+$1.54M
2
+$1.24M
3
+$491K
4
HOOD icon
Robinhood
HOOD
+$486K
5
EW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.4K 0.05%
+420
52
$42K 0.04%
+514
53
$41.4K 0.04%
+668
54
$38.8K 0.04%
+636
55
$35.7K 0.04%
+311
56
$35.6K 0.04%
+525
57
$32.3K 0.03%
+208
58
$32.1K 0.03%
+136
59
$30.4K 0.03%
+907
60
$30.2K 0.03%
+183
61
$28.3K 0.03%
+647
62
$22.3K 0.02%
+2,460
63
$21.8K 0.02%
+807
64
$21.5K 0.02%
+906
65
$21.2K 0.02%
+31
66
$17.9K 0.02%
+123
67
$17.4K 0.02%
+59
68
$16.7K 0.02%
+173
69
$16.5K 0.02%
+109
70
$15.6K 0.02%
+105
71
$13.9K 0.01%
+266
72
$12K 0.01%
+64
73
$11.2K 0.01%
+111
74
$11.1K 0.01%
+275
75
$10.8K 0.01%
+215
1 2
3
4