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
301
$18K 0.01%
+874
302
$18K 0.01%
+255
303
$18K 0.01%
+511
304
$18K 0.01%
+528
305
$17K 0.01%
+303
306
$16K 0.01%
+110
307
$16K 0.01%
+136
308
$16K 0.01%
+84
309
$16K 0.01%
+326
310
$16K 0.01%
+1,025
311
$16K 0.01%
+123
312
$15K 0.01%
+26
313
$15K 0.01%
+200
314
$15K 0.01%
+200
315
$15K 0.01%
+200
316
$14K 0.01%
+427
317
$14K 0.01%
+500
318
$14K 0.01%
+300
319
$14K 0.01%
+320
320
$14K 0.01%
+131
321
$14K 0.01%
+100
322
$13K 0.01%
+102
323
$13K 0.01%
+192
324
$13K 0.01%
+67
325
$13K 0.01%
+1,500
11 12
13
14 15