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
51
$1.01M 0.63%
6,543
-127
52
$989K 0.61%
3,560
+747
53
$989K 0.61%
18,668
-496
54
$963K 0.59%
11,896
-114
55
$927K 0.57%
3,827
+2
56
$887K 0.55%
24,375
+5,274
57
$867K 0.54%
5,040
+40
58
$863K 0.53%
11,565
-1,450
59
$859K 0.53%
8,992
-400
60
$850K 0.52%
8,066
-114
61
$810K 0.5%
2,219
+27
62
$779K 0.48%
4,821
+512
63
$767K 0.47%
10,343
+410
64
$765K 0.47%
6,527
+1,699
65
$756K 0.47%
6,693
-123
66
$747K 0.46%
6,960
+1,937
67
$737K 0.45%
8,305
68
$718K 0.44%
22,156
+27
69
$710K 0.44%
2,819
-425
70
$702K 0.43%
3,663
+249
71
$677K 0.42%
19,859
+5,908
72
$675K 0.42%
13,281
+33
73
$653K 0.4%
5,796
-289
74
$631K 0.39%
4,258
+821
75
$628K 0.39%
26,844
1 2
3
4 5