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
$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
401
$4K ﹤0.01%
396
402
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21
403
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102
+1
404
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+50
405
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317
406
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+101
407
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300
408
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50
409
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25
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415
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417
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25
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10
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424
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18
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425
$2K ﹤0.01%
115
15 16
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