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
$146M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$495K
3
+$195K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$180K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$163K

Top Sells

1
+$1.28M
2
+$1.27M
3
+$929K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$696K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$689K

Sector Composition

1 Healthcare 10.56%
2 Technology 7.66%
3 Financials 7.01%
4 Communication Services 5.1%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.62%
14,237
+298
52
$899K 0.61%
5,845
+279
53
$887K 0.61%
5,791
-97
54
$878K 0.6%
22,365
-1,154
55
$871K 0.59%
6,074
+1
56
$853K 0.58%
9,073
+3
57
$808K 0.55%
8,656
-236
58
$808K 0.55%
29,767
+899
59
$808K 0.55%
5,011
+254
60
$799K 0.55%
8,970
+353
61
$798K 0.55%
4,583
-63
62
$774K 0.53%
2,453
+211
63
$767K 0.52%
17,988
+20
64
$762K 0.52%
5,121
-340
65
$743K 0.51%
3,425
66
$742K 0.51%
7,718
+136
67
$721K 0.49%
4,163
+125
68
$686K 0.47%
3,490
-210
69
$679K 0.46%
8,432
-84
70
$672K 0.46%
7,276
+218
71
$647K 0.44%
12,959
+193
72
$624K 0.43%
1,850
73
$621K 0.42%
9,896
+414
74
$620K 0.42%
6,282
-212
75
$619K 0.42%
6,793
+230
1 2
3
4 5