We are live on ! Find out more
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
$128M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$345K
3
+$322K
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$311K
5
PG icon
Procter & Gamble
PG
+$277K

Top Sells

1
+$1.39M
2
+$956K
3
+$579K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
T icon
AT&T
T
+$474K

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
401
– –
-17
402
– –
-37
403
– –
-697
404
– –
-436
405
– –
-50
406
– –
-50
407
$0 ﹤0.01%
5
408
– –
-5,496
409
– –
-600
410
$0 ﹤0.01%
15
411
$0 ﹤0.01%
3
-48
412
– –
-100
413
– –
0
414
– –
-200
415
– –
-28
416
– –
-7,895
417
– –
-3,000
418
– –
-12
419
– –
-60
420
– –
-249
421
– –
-100
422
– –
-1,510
423
– –
-8
424
– –
-73
425
$0 ﹤0.01%
1
15 16
17
18 19