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
76
$399K 0.31%
5,685
-203
77
$391K 0.31%
12,771
-650
78
$389K 0.3%
2,353
-116
79
$377K 0.3%
10,975
-5,504
80
$372K 0.29%
9,633
-3,078
81
$351K 0.27%
5,728
+52
82
$351K 0.27%
7,005
-375
83
$339K 0.27%
2,568
+750
84
$337K 0.26%
1,483
+370
85
$336K 0.26%
876
-288
86
$335K 0.26%
8,239
-368
87
$334K 0.26%
15,520
-21,222
88
$333K 0.26%
1,434
+96
89
$304K 0.24%
842
90
$292K 0.23%
12,140
-546
91
$283K 0.22%
962
92
$268K 0.21%
1,065
-126
93
$267K 0.21%
10,290
-225
94
$253K 0.2%
2,014
-274
95
$251K 0.2%
4,366
+204
96
$250K 0.2%
5,070
-790
97
$250K 0.2%
3,703
+55
98
$247K 0.19%
5,900
+71
99
$243K 0.19%
1,106
+486
100
$242K 0.19%
14,144
-1,900
2 3
4
5 6