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
$162M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.2M
3
+$806K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$654K
5
VFH icon
Vanguard Financials ETF
VFH
+$648K

Top Sells

1
+$810K
2
+$775K
3
+$758K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$385K
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$342K

Sector Composition

1 Technology 8.02%
2 Healthcare 7.53%
3 Financials 7.02%
4 Communication Services 6.98%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.1%
5,147
+312
27
$1.78M 1.1%
13,197
+356
28
$1.76M 1.09%
44,238
-3,242
29
$1.71M 1.05%
7,783
+694
30
$1.67M 1.03%
14,141
-607
31
$1.66M 1.02%
14,189
-42
32
$1.61M 1%
14,448
+148
33
$1.53M 0.94%
5,289
+337
34
$1.52M 0.94%
23,805
+582
35
$1.51M 0.93%
26,945
+1,295
36
$1.47M 0.91%
30,241
-15,974
37
$1.34M 0.82%
23,843
+1,695
38
$1.31M 0.81%
22,916
+212
39
$1.3M 0.8%
3,628
40
$1.3M 0.8%
8,076
-521
41
$1.28M 0.79%
13,967
+919
42
$1.28M 0.79%
7,328
+214
43
$1.28M 0.79%
8,489
+755
44
$1.21M 0.74%
4,455
+908
45
$1.17M 0.72%
30,856
+5,298
46
$1.12M 0.69%
5,442
+519
47
$1.12M 0.69%
12,382
+7,164
48
$1.08M 0.67%
9,105
+5,331
49
$1.07M 0.66%
12,170
+835
50
$1.06M 0.66%
14,764
-75
1
2
3 4 5