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
326
$13K 0.01%
+560
327
$13K 0.01%
+100
328
$13K 0.01%
+130
329
$12K 0.01%
+163
330
$12K 0.01%
+275
331
$12K 0.01%
+158
332
$12K 0.01%
+131
333
$12K 0.01%
+280
334
$12K 0.01%
+50
335
$12K 0.01%
+500
336
$12K 0.01%
+200
337
$12K 0.01%
+941
338
$12K 0.01%
+215
339
$12K 0.01%
+382
340
$12K 0.01%
+185
341
$11K 0.01%
+54
342
$11K 0.01%
+145
343
$11K 0.01%
+500
344
$11K 0.01%
+145
345
$11K 0.01%
+252
346
$10K 0.01%
+400
347
$10K 0.01%
+76
348
$10K 0.01%
+676
349
$10K 0.01%
+375
350
$10K 0.01%
+170
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