APWM

Atlas Private Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3M
3
+$2.23M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.15M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$953K

Top Sells

1
+$1.06M
2
+$792K
3
+$543K
4
TRV icon
Travelers Companies
TRV
+$395K
5
AMZN icon
Amazon
AMZN
+$368K

Sector Composition

1 Healthcare 7.88%
2 Technology 7.78%
3 Communication Services 6.83%
4 Financials 6.62%
5 Industrials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.01%
528
252
$22K 0.01%
286
+48
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$22K 0.01%
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$21K 0.01%
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$21K 0.01%
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$20K 0.01%
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-48
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$19K 0.01%
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$19K 0.01%
+3,940
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262
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750
267
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27
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268
$18K 0.01%
255
269
$17K 0.01%
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270
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271
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600
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273
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+1,576
274
$16K 0.01%
256
275
$15K 0.01%
107
9 10
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