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
276
$18K 0.01%
11
277
$18K 0.01%
26
278
$18K 0.01%
110
279
$18K 0.01%
361
280
$18K 0.01%
437
281
$17K 0.01%
3,000
282
$17K 0.01%
125
+1
283
$17K 0.01%
195
284
$17K 0.01%
533
-545
285
$17K 0.01%
1,164
286
$17K 0.01%
123
287
$16K 0.01%
1,200
288
$16K 0.01%
326
289
$16K 0.01%
280
290
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50
291
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521
292
$16K 0.01%
200
293
$15K 0.01%
5,496
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294
$15K 0.01%
+1,528
295
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296
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297
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88
298
$15K 0.01%
255
299
$15K 0.01%
85
300
$15K 0.01%
1,025
10 11
12
13 14