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
$98.3M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$375K
3
+$362K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$351K

Top Sells

1
+$2M
2
+$668K
3
+$642K
4
IRM icon
Iron Mountain
IRM
+$574K
5
VXF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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108
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0
113
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5