APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
1-Year Return
17.48%
This Quarter Return
+7.11%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.11%
Holding
494
New
489
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$5.25M |
| 2 |
Apple
AAPL
|
$4.73M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$4.44M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.9M |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$2.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.78% |
| 2 | Healthcare | 8.27% |
| 3 | Technology | 7.43% |
| 4 | Communication Services | 6.99% |
| 5 | Industrials | 5.79% |
