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
$164M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$719K
3
+$368K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$342K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$287K

Top Sells

1
+$1.05M
2
+$411K
3
+$331K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$284K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$275K

Sector Composition

1 Technology 7.91%
2 Healthcare 7.79%
3 Financials 7.1%
4 Communication Services 6.64%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$622K 0.38%
12,232
-1,049
77
$612K 0.37%
6,456
+135
78
$590K 0.36%
11,051
+825
79
$585K 0.36%
5,419
-377
80
$567K 0.35%
4,362
-232
81
$547K 0.33%
2,281
+101
82
$542K 0.33%
2,623
+66
83
$540K 0.33%
6,590
-115
84
$496K 0.3%
2,860
+160
85
$486K 0.3%
2,017
+182
86
$480K 0.29%
10,843
+2,647
87
$459K 0.28%
4,810
+50
88
$446K 0.27%
2,319
+128
89
$434K 0.27%
7,483
-271
90
$431K 0.26%
6,148
+1,398
91
$413K 0.25%
4,051
-1,029
92
$412K 0.25%
4,850
-1,075
93
$408K 0.25%
13,850
-125
94
$400K 0.24%
2,198
+222
95
$396K 0.24%
1,802
-42
96
$384K 0.23%
5,165
-585
97
$379K 0.23%
4,402
-2,227
98
$376K 0.23%
1,345
+1
99
$358K 0.22%
842
100
$353K 0.22%
4,848
+506
1 2 3
4
5