AM

Atwater Malick Portfolio holdings

AUM $344M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.3M
3 +$9.57M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.63M

Top Sells

1 +$5.74M
2 +$5.22M
3 +$3.17M
4
DIS icon
Walt Disney
DIS
+$3.1M
5
UPS icon
United Parcel Service
UPS
+$3.06M

Sector Composition

1 Industrials 15.86%
2 Technology 13.91%
3 Consumer Staples 9.4%
4 Communication Services 7.64%
5 Financials 6.99%