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
$128M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$345K
3
+$322K
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$310K
5
PG icon
Procter & Gamble
PG
+$290K

Top Sells

1
+$1.39M
2
+$1.02M
3
+$592K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
T icon
AT&T
T
+$457K

Sector Composition

1 Healthcare 9.43%
2 Technology 9.12%
3 Communication Services 6.94%
4 Financials 6.78%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
409
-966
302
$12K 0.01%
315
-2,242
303
$11K 0.01%
210
-480
304
$11K 0.01%
941
305
$11K 0.01%
255
306
$11K 0.01%
100
-203
307
$11K 0.01%
385
308
$10K 0.01%
269
309
$10K 0.01%
147
310
$10K 0.01%
339
+6
311
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100
312
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227
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313
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+111
314
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102
315
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500
316
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100
317
$9K 0.01%
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318
$9K 0.01%
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319
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322
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323
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252
324
$9K 0.01%
116
325
$9K 0.01%
340
11 12
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14 15