APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
1-Year Return
17.48%
This Quarter Return
+3.39%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$16.2M
(+12%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
441
New
64
Increased
98
Reduced
99
Closed
28
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.1M |
| 2 |
Goldman Sachs
GS
|
$814K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$534K |
| 4 |
Travelers Companies
TRV
|
$404K |
| 5 |
SPDR S&P Telecom ETF
XTL
|
$375K |
Sector Composition
| 1 | Healthcare | 7.88% |
| 2 | Technology | 7.78% |
| 3 | Communication Services | 6.83% |
| 4 | Financials | 6.62% |
| 5 | Industrials | 4.14% |
