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Home > Institutional Investor > Atlantic Edge Private Wealth Management, Llc > Profile

Instuitional Investor - Atlantic Edge Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Atlantic Edge Private Wealth Management, Llc
Portfolio Value $246,049,040
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 49,246 $13,648,497 5.54%
2.
Ishares Tr
 191,605 $13,479,412 5.47%
3.
Pimco Etf Trust
 133,560 $13,327,953 5.41%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 24,570 $12,466,327 5.06%
5.
Vanguard Scottsdale Funds
 155,566 $12,036,155 4.89%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)