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
$296M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$775K
3
+$519K
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$505K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$481K

Top Sells

1
+$1.82M
2
+$230K
3
+$116K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$113K
5
NVDA icon
NVIDIA
NVDA
+$31.8K

Sector Composition

1 Industrials 20.98%
2 Technology 15.36%
3 Consumer Staples 12.37%
4 Healthcare 11.33%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.07%
+752
77
$204K 0.07%
354
-10
78
$186K 0.06%
10,308
79
– –
-1,210
1 2 3
4