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
51
$739K 0.57%
+10,984
52
$730K 0.56%
+6,094
53
$720K 0.55%
+11,423
54
$720K 0.55%
+3,382
55
$706K 0.54%
+7,510
56
$673K 0.52%
+9,779
57
$665K 0.51%
+13,858
58
$656K 0.5%
+18,634
59
$652K 0.5%
+4,220
60
$652K 0.5%
+8,596
61
$650K 0.5%
+13,030
62
$619K 0.48%
+7,276
63
$616K 0.47%
+3,904
64
$608K 0.47%
+11,400
65
$606K 0.47%
+2,030
66
$596K 0.46%
+12,224
67
$579K 0.44%
+8,771
68
$563K 0.43%
+4,604
69
$550K 0.42%
+4,828
70
$549K 0.42%
+10,734
71
$544K 0.42%
+8,435
72
$543K 0.42%
+3,975
73
$536K 0.41%
+5,684
74
$534K 0.41%
+6,371
75
$530K 0.41%
+6,262
1 2
3
4 5