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
$186M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$372K
3
+$348K
4
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$341K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$293K

Top Sells

1
+$598K
2
+$295K
3
+$261K
4
EQR icon
Equity Residential
EQR
+$241K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$226K

Sector Composition

1 Financials 9.19%
2 Healthcare 9.11%
3 Technology 8.87%
4 Communication Services 5.16%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.72%
3,374
+132
52
$1.3M 0.7%
5,497
+230
53
$1.29M 0.7%
11,767
+367
54
$1.24M 0.66%
31,561
+179
55
$1.19M 0.64%
12,565
+345
56
$1.18M 0.64%
15,661
+201
57
$1.17M 0.63%
14,439
+40
58
$1.16M 0.62%
7,766
+529
59
$1.15M 0.62%
9,386
-845
60
$1.15M 0.62%
6,703
-375
61
$1.1M 0.59%
24,896
+220
62
$1.08M 0.58%
23,852
-1,432
63
$1.05M 0.57%
18,068
+1,076
64
$1.02M 0.55%
14,131
+89
65
$957K 0.51%
15,789
-9,878
66
$949K 0.51%
24,212
+906
67
$942K 0.51%
2,493
+27
68
$940K 0.5%
7,816
69
$939K 0.5%
6,045
+22
70
$850K 0.46%
4,083
+37
71
$846K 0.45%
8,076
72
$845K 0.45%
5,671
-47
73
$747K 0.4%
4,430
-63
74
$738K 0.4%
5,809
+949
75
$737K 0.4%
3,871
+270
1 2
3
4 5