APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
+2.08%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+2.1%)
Cap. Flow
+$139K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
77.54%
Holding
113
New
1
Increased
29
Reduced
9
Closed
6
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.44M |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$1.35M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$168K |
| 4 |
Robinhood
HOOD
|
$159K |
| 5 |
Innovator Premium Income 20 Barrier ETF April
APRH
|
$147K |
Sector Composition
| 1 | Healthcare | 0.97% |
| 2 | Technology | 0.51% |
| 3 | Financials | 0.35% |
| 4 | Industrials | 0.22% |
| 5 | Communication Services | 0.16% |
