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
76
$515K 0.4%
+4,260
77
$510K 0.39%
+2,644
78
$508K 0.39%
+6,314
79
$506K 0.39%
+5,480
80
$499K 0.38%
+2,203
81
$485K 0.37%
+7,380
82
$463K 0.36%
+3,140
83
$454K 0.35%
+1,972
84
$453K 0.35%
+1,163
85
$433K 0.33%
+4,480
86
$429K 0.33%
+10,052
87
$420K 0.32%
+13,653
88
$418K 0.32%
+6,405
89
$417K 0.32%
+14,225
90
$399K 0.31%
+2,223
91
$398K 0.31%
+8,855
92
$352K 0.27%
+18,604
93
$350K 0.27%
+6,299
94
$339K 0.26%
+20,250
95
$324K 0.25%
+5,859
96
$317K 0.24%
+6,759
97
$313K 0.24%
+12,265
98
$305K 0.23%
+2,030
99
$298K 0.23%
+926
100
$296K 0.23%
+1,039
2 3
4
5 6