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
$128M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$345K
3
+$322K
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$310K
5
PG icon
Procter & Gamble
PG
+$290K

Top Sells

1
+$1.39M
2
+$1.02M
3
+$592K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
T icon
AT&T
T
+$457K

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
26
$1.53M 1.2%
16,605
+838
27
$1.34M 1.05%
15,606
+1,591
28
$1.32M 1.04%
7,151
-102
29
$1.31M 1.03%
5,002
-626
30
$1.3M 1.02%
41,249
-3,002
31
$1.29M 1.01%
21,684
-6,283
32
$1.21M 0.95%
5,071
+210
33
$1.18M 0.92%
7,480
+1,480
34
$1.13M 0.89%
3,364
+4
35
$1.05M 0.82%
6,376
+849
36
$1.04M 0.81%
7,086
+543
37
$1.03M 0.81%
22,341
-1,430
38
$997K 0.78%
3,628
39
$992K 0.78%
4,714
+647
40
$947K 0.74%
15,604
-545
41
$945K 0.74%
8,596
42
$939K 0.74%
17,850
+42
43
$911K 0.71%
10,944
44
$900K 0.7%
17,400
+6,000
45
$885K 0.69%
4,428
+36
46
$860K 0.67%
10,544
+90
47
$827K 0.65%
4,184
48
$801K 0.63%
7,856
-115
49
$764K 0.6%
12,784
+1,456
50
$762K 0.6%
2,252
+196
1
2
3 4 5