AM
Atwater Malick Portfolio holdings
AUM
$316M
1-Year Est. Return
9.75%
1 Year Est. Return
+9.75%
AUM
$296M
AUM Growth
-$2.91M
(-0.98%)
Holding
79
Top Buys
| 1 | +$802K | |
| 2 | +$775K | |
| 3 | +$519K | |
| 4 |
iShares ESG Advanced MSCI EAFE ETF
DMXF
|
+$505K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$481K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$230K | |
| 3 | +$116K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$113K |
| 5 |
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
General Dynamics
GD
$90.7B
| $205K | 0.07% |
+752
|
|
||
77
Meta Platforms (Facebook)
META
$1.84T
| $204K | 0.07% |
354
-10
|
|
||
78
Fulton Financial
FULT
$3.21B
| $186K | 0.06% |
10,308
|
|
||
79
Alphabet (Google) Class C
GOOG
$3.04T
| – | – |
-1,210
|
|