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
376
$1K ﹤0.01%
+57
377
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+32
378
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+33
379
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+35
380
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+31
381
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3
382
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+25
383
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60
384
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+79
385
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+24
386
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+86
387
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+22
388
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30
389
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390
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13
391
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+31
392
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+15
393
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20
395
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+24
396
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397
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+5
398
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+48
399
$1K ﹤0.01%
10
400
– –
-32
14 15
16
17 18