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
76
$723K 0.39%
7,814
+87
77
$717K 0.39%
6,969
-612
78
$714K 0.38%
1,833
+6
79
$704K 0.38%
3,059
+31
80
$680K 0.36%
18,574
+76
81
$679K 0.36%
12,623
-377
82
$610K 0.33%
2,315
-99
83
$582K 0.31%
3,733
+107
84
$580K 0.31%
2,950
-100
85
$580K 0.31%
13,389
+639
86
$564K 0.3%
2,066
+1
87
$537K 0.29%
3,376
+77
88
$496K 0.27%
6,888
-574
89
$495K 0.27%
12,453
-149
90
$451K 0.24%
7,106
+8
91
$446K 0.24%
1,200
92
$410K 0.22%
1,587
+45
93
$384K 0.21%
26,844
94
$383K 0.21%
2,000
+54
95
$323K 0.17%
5,887
+528
96
$317K 0.17%
1,120
97
$309K 0.17%
2,347
+337
98
$293K 0.16%
6,148
99
$293K 0.16%
4,193
100
$291K 0.16%
7,950
1 2 3
4
5