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
51
$725K 0.57%
67,790
+279
52
$699K 0.55%
7,653
+49
53
$665K 0.52%
4,220
54
$644K 0.5%
7,356
-1,197
55
$641K 0.5%
13,258
+1,953
56
$627K 0.49%
11,544
+103
57
$612K 0.48%
10,474
58
$591K 0.46%
5,461
-97
59
$582K 0.46%
6,724
-50
60
$572K 0.45%
4,757
+1
61
$560K 0.44%
4,828
62
$560K 0.44%
7,464
+165
63
$557K 0.44%
14,225
64
$539K 0.42%
6,106
+1,684
65
$533K 0.42%
7,422
-20
66
$530K 0.42%
13,464
-168
67
$522K 0.41%
2,599
+445
68
$496K 0.39%
2,330
-59
69
$496K 0.39%
8,405
-200
70
$463K 0.36%
3,337
-456
71
$446K 0.35%
3,243
+726
72
$446K 0.35%
17,891
+617
73
$417K 0.33%
16,750
-200
74
$412K 0.32%
6,843
+500
75
$412K 0.32%
2,133
+10
1 2
3
4 5