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
$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
351
$8K 0.01%
138
-6
352
$8K 0.01%
160
+1
353
$8K 0.01%
+125
354
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145
+60
355
$7K 0.01%
600
356
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420
357
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358
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50
359
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+29
360
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252
+1
361
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41
362
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45
363
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116
364
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110
365
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280
366
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400
367
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368
$6K ﹤0.01%
367
369
$6K ﹤0.01%
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370
$6K ﹤0.01%
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371
$6K ﹤0.01%
270
372
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209
373
$6K ﹤0.01%
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374
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375
$6K ﹤0.01%
200
13 14
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