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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
$124M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$676K
3
+$248K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$157K
5
VUG icon
Vanguard Growth ETF
VUG
+$117K

Top Sells

1
+$512K
2
+$411K
3
+$328K
4
MMM icon
3M
MMM
+$270K
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
451
$1K ﹤0.01%
100
452
$1K ﹤0.01%
135
453
$1K ﹤0.01%
20
454
– –
-80
455
– –
-25
456
– –
0
457
– –
0
458
– –
0
459
– –
-636
460
– –
-2,934
461
$0 ﹤0.01%
4
-2
462
$0 ﹤0.01%
2
463
– –
-8
464
– –
-250
465
$0 ﹤0.01%
10
-6
466
$0 ﹤0.01%
90
467
$0 ﹤0.01%
219
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468
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-29
469
$0 ﹤0.01%
37
470
$0 ﹤0.01%
5
471
$0 ﹤0.01%
15
472
$0 ﹤0.01%
12
473
$0 ﹤0.01%
8
-5
474
$0 ﹤0.01%
1
475
– –
-5,000
17 18
19
20 21