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
251
$29K 0.02%
+98
252
$28K 0.02%
+216
253
$28K 0.02%
+1,012
254
$27K 0.02%
+382
255
$27K 0.02%
+458
256
$27K 0.02%
+2,031
257
$27K 0.02%
+200
258
$26K 0.02%
+3,100
259
$26K 0.02%
+406
260
$26K 0.02%
+100
261
$26K 0.02%
+272
262
$26K 0.02%
+662
263
$26K 0.02%
+282
264
$26K 0.02%
+1,585
265
$25K 0.02%
+200
266
$25K 0.02%
+1,822
267
$25K 0.02%
+1,163
268
$25K 0.02%
+545
269
$24K 0.02%
+207
270
$24K 0.02%
+284
271
$24K 0.02%
+186
272
$24K 0.02%
+120
273
$24K 0.02%
+278
274
$24K 0.02%
+255
275
$23K 0.02%
+11
9 10
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12 13