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
$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
351
$5K ﹤0.01%
+125
352
$5K ﹤0.01%
52
353
$5K ﹤0.01%
75
-50
354
$5K ﹤0.01%
370
355
$5K ﹤0.01%
21
356
$5K ﹤0.01%
+56
357
$4K ﹤0.01%
108
-352
358
$4K ﹤0.01%
104
359
$4K ﹤0.01%
+200
360
$4K ﹤0.01%
600
-2,648
361
$4K ﹤0.01%
119
+2
362
$4K ﹤0.01%
541
+7
363
$3K ﹤0.01%
99
+91
364
$3K ﹤0.01%
50
365
$3K ﹤0.01%
100
366
$3K ﹤0.01%
8
367
$2K ﹤0.01%
39
368
$2K ﹤0.01%
317
369
$2K ﹤0.01%
300
370
$2K ﹤0.01%
125
371
$2K ﹤0.01%
174
-548
372
$2K ﹤0.01%
105
373
$2K ﹤0.01%
150
374
$1K ﹤0.01%
49
375
$1K ﹤0.01%
445
13 14
15
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