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

Top Buys

1
+$5.1M
2
+$4.4M
3
+$4.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.91M
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
476
– –
0
477
– –
0
478
$0 ﹤0.01%
+2
479
$0 ﹤0.01%
+20
480
$0 ﹤0.01%
+166
481
$0 ﹤0.01%
+1
482
$0 ﹤0.01%
+5
483
$0 ﹤0.01%
+5
484
$0 ﹤0.01%
+20
485
$0 ﹤0.01%
+2
486
$0 ﹤0.01%
+6
487
$0 ﹤0.01%
+2
488
$0 ﹤0.01%
+10
489
$0 ﹤0.01%
+16
490
$0 ﹤0.01%
+233
491
$0 ﹤0.01%
+400
492
$0 ﹤0.01%
+37
493
$0 ﹤0.01%
+5
494
– –
0
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20