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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.73M
3
+$4.44M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.9M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$2.78M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.78%
2 Healthcare 8.27%
3 Technology 7.43%
4 Communication Services 6.99%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+182
427
$2K ﹤0.01%
+31
428
$2K ﹤0.01%
+60
429
$2K ﹤0.01%
+7
430
$2K ﹤0.01%
+50
431
$2K ﹤0.01%
+115
432
$2K ﹤0.01%
+29
433
$2K ﹤0.01%
+13
434
$2K ﹤0.01%
+27
435
$2K ﹤0.01%
+150
436
$2K ﹤0.01%
+14
437
$2K ﹤0.01%
+100
438
$2K ﹤0.01%
+60
439
$2K ﹤0.01%
+713
440
$2K ﹤0.01%
+31
441
$2K ﹤0.01%
+100
442
$2K ﹤0.01%
+127
443
$2K ﹤0.01%
+150
444
$2K ﹤0.01%
+9
445
$1K ﹤0.01%
+77
446
$1K ﹤0.01%
+250
447
$1K ﹤0.01%
+50
448
$1K ﹤0.01%
+23
449
$1K ﹤0.01%
+27
450
$1K ﹤0.01%
+5
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