APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
+5.39%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.09%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$43.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.6M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$8.64M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$6.28M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.07% |
| 2 | Technology | 1.44% |
| 3 | Healthcare | 1.34% |
| 4 | Consumer Staples | 0.7% |
| 5 | Energy | 0.35% |
