APW
Atlantic Private Wealth Portfolio holdings
AUM
$149M
This Quarter Return
+7.65%
1 Year Return
+11.98%
3 Year Return
+50.1%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+7.4%)
Cap. Flow
-$99.9K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
79.33%
Holding
117
New
10
Increased
29
Reduced
14
Closed
5
Top Buys
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.59M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.07M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$885K |
| 4 |
Vanguard Growth ETF
VUG
|
$170K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$143K |
Sector Composition
| 1 | Healthcare | 0.81% |
| 2 | Technology | 0.5% |
| 3 | Financials | 0.44% |
| 4 | Industrials | 0.23% |
| 5 | Communication Services | 0.14% |
