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
$124M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$682K
3
+$253K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$160K
5
VUG icon
Vanguard Growth ETF
VUG
+$128K

Top Sells

1
+$476K
2
+$415K
3
+$331K
4
MMM icon
3M
MMM
+$278K
5
CERN
Cerner Corp
CERN
+$185K

Sector Composition

1 Healthcare 9.34%
2 Technology 8.78%
3 Financials 7.62%
4 Communication Services 7.56%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.03%
303
+1
227
$31K 0.03%
160
228
$30K 0.02%
1,265
229
$30K 0.02%
671
230
$30K 0.02%
381
231
$30K 0.02%
600
232
$30K 0.02%
152
233
$29K 0.02%
2,093
234
$29K 0.02%
205
235
$29K 0.02%
3,248
236
$28K 0.02%
+350
237
$28K 0.02%
99
238
$27K 0.02%
338
239
$27K 0.02%
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240
$27K 0.02%
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241
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244
$27K 0.02%
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245
$26K 0.02%
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246
$26K 0.02%
300
247
$25K 0.02%
207
248
$25K 0.02%
155
249
$24K 0.02%
284
250
$24K 0.02%
406
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