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
251
$24K 0.02%
306
252
$24K 0.02%
1,032
+8
253
$24K 0.02%
662
254
$24K 0.02%
1,507
255
$24K 0.02%
2,110
256
$23K 0.02%
382
257
$23K 0.02%
275
258
$23K 0.02%
458
259
$23K 0.02%
620
260
$23K 0.02%
400
261
$22K 0.02%
104
262
$22K 0.02%
+667
263
$22K 0.02%
+235
264
$21K 0.02%
570
265
$21K 0.02%
1,527
266
$20K 0.02%
187
267
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145
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268
$20K 0.02%
214
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269
$20K 0.02%
200
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$19K 0.02%
188
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271
$19K 0.02%
375
272
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2,040
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273
$19K 0.02%
392
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274
$19K 0.02%
150
275
$19K 0.02%
528
9 10
11
12 13