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
$157M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3M
3
+$2.23M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.15M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$953K

Top Sells

1
+$1.06M
2
+$792K
3
+$543K
4
TRV icon
Travelers Companies
TRV
+$395K
5
AMZN icon
Amazon
AMZN
+$368K

Sector Composition

1 Healthcare 7.88%
2 Technology 7.78%
3 Communication Services 6.83%
4 Financials 6.62%
5 Industrials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+10
352
$3K ﹤0.01%
+34
353
$3K ﹤0.01%
+125
354
$3K ﹤0.01%
+100
355
$3K ﹤0.01%
8
356
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+78
357
$3K ﹤0.01%
1
358
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150
359
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+50
360
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+30
361
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+18
362
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+74
363
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+33
364
$2K ﹤0.01%
+9
365
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27
366
$2K ﹤0.01%
+111
367
$2K ﹤0.01%
+160
368
$2K ﹤0.01%
+114
369
$1K ﹤0.01%
10
370
$1K ﹤0.01%
+70
371
$1K ﹤0.01%
25
-321
372
$1K ﹤0.01%
+7
373
$1K ﹤0.01%
+5
374
$1K ﹤0.01%
+8
375
$1K ﹤0.01%
+30
13 14
15
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