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
$157M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.95M
3
+$2.27M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.14M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$956K

Top Sells

1
+$1.1M
2
+$814K
3
+$534K
4
TRV icon
Travelers Companies
TRV
+$404K
5
XTL icon
SPDR S&P Telecom ETF
XTL
+$375K

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%
340
-192
252
$22K 0.01%
399
+374
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$22K 0.01%
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$21K 0.01%
986
256
$21K 0.01%
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$19K 0.01%
+3,940
259
$19K 0.01%
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$18K 0.01%
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262
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264
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750
268
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255
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$17K 0.01%
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$17K 0.01%
1,164
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$16K 0.01%
600
-25
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+1,576
274
$16K 0.01%
256
275
$15K 0.01%
51
9 10
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