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
451
$1K ﹤0.01%
+5
452
$1K ﹤0.01%
+30
453
$1K ﹤0.01%
+135
454
$1K ﹤0.01%
+50
455
$1K ﹤0.01%
+100
456
$1K ﹤0.01%
+10
457
$1K ﹤0.01%
+27
458
$1K ﹤0.01%
+10
459
$1K ﹤0.01%
+48
460
$1K ﹤0.01%
+10
461
$1K ﹤0.01%
+72
462
$1K ﹤0.01%
+100
463
$1K ﹤0.01%
+40
464
$1K ﹤0.01%
+90
465
$1K ﹤0.01%
+200
466
$0 ﹤0.01%
+12
467
$0 ﹤0.01%
+13
468
– –
0
469
$0 ﹤0.01%
+1
470
$0 ﹤0.01%
+10
471
$0 ﹤0.01%
+50
472
$0 ﹤0.01%
+5
473
– –
0
474
– –
0
475
– –
0
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