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
$128M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$345K
3
+$322K
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$310K
5
PG icon
Procter & Gamble
PG
+$290K

Top Sells

1
+$1.39M
2
+$1.02M
3
+$592K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
T icon
AT&T
T
+$457K

Sector Composition

1 Healthcare 9.43%
2 Technology 9.12%
3 Communication Services 6.94%
4 Financials 6.78%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.02%
145
252
$20K 0.02%
181
+163
253
$19K 0.01%
115
-133
254
$19K 0.01%
431
-466
255
$19K 0.01%
408
-966
256
$19K 0.01%
+190
257
$19K 0.01%
100
258
$19K 0.01%
1,164
259
$19K 0.01%
361
260
$19K 0.01%
1,025
261
$19K 0.01%
528
262
$18K 0.01%
715
-550
263
$18K 0.01%
+298
264
$18K 0.01%
125
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265
$18K 0.01%
570
266
$18K 0.01%
620
267
$18K 0.01%
100
268
$17K 0.01%
110
269
$17K 0.01%
541
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270
$17K 0.01%
50
271
$17K 0.01%
195
272
$17K 0.01%
+400
273
$17K 0.01%
200
274
$16K 0.01%
+1,606
275
$16K 0.01%
158
9 10
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