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
276
$23K 0.02%
+111
277
$23K 0.02%
+383
278
$23K 0.02%
+150
279
$22K 0.02%
+235
280
$22K 0.02%
+1,527
281
$22K 0.02%
+213
282
$21K 0.02%
+521
283
$21K 0.02%
+100
284
$21K 0.02%
+361
285
$21K 0.02%
+437
286
$20K 0.02%
+600
287
$20K 0.02%
+460
288
$20K 0.02%
+275
289
$20K 0.02%
+155
290
$20K 0.02%
+990
291
$20K 0.02%
+340
292
$19K 0.01%
+375
293
$19K 0.01%
+110
294
$19K 0.01%
+425
295
$19K 0.01%
+145
296
$19K 0.01%
+164
297
$19K 0.01%
+50
298
$19K 0.01%
+636
299
$18K 0.01%
+878
300
$18K 0.01%
+545
10 11
12
13 14