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
$162M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.2M
3
+$806K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$654K
5
VFH icon
Vanguard Financials ETF
VFH
+$648K

Top Sells

1
+$810K
2
+$775K
3
+$758K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$385K
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$342K

Sector Composition

1 Technology 8.02%
2 Healthcare 7.53%
3 Financials 7.02%
4 Communication Services 6.98%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
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