APWM

Atlas Private Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.73M
3
+$4.44M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.9M
5
FMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.03%
+1,200
227
$36K 0.03%
+2,110
228
$35K 0.03%
+247
229
$34K 0.03%
+570
230
$34K 0.03%
+300
231
$34K 0.03%
+366
232
$34K 0.03%
+2,986
233
$33K 0.03%
+136
234
$32K 0.02%
+5,353
235
$32K 0.02%
+580
236
$31K 0.02%
+1,265
237
$31K 0.02%
+63
238
$31K 0.02%
+1,019
239
$31K 0.02%
+160
240
$30K 0.02%
+1,548
241
$30K 0.02%
+671
242
$30K 0.02%
+553
243
$30K 0.02%
+300
244
$30K 0.02%
+400
245
$30K 0.02%
+152
246
$29K 0.02%
+168
247
$29K 0.02%
+1,025
248
$29K 0.02%
+1,200
249
$29K 0.02%
+306
250
$29K 0.02%
+1,507
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