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
101
$296K 0.23%
+2,311
102
$296K 0.23%
+2,750
103
$294K 0.23%
+4,196
104
$272K 0.21%
+1,994
105
$272K 0.21%
+1,398
106
$266K 0.2%
+1,002
107
$261K 0.2%
+2,341
108
$255K 0.2%
+2,115
109
$251K 0.19%
+1,633
110
$238K 0.18%
+2,744
111
$235K 0.18%
+4,625
112
$233K 0.18%
+4,260
113
$232K 0.18%
+2,286
114
$232K 0.18%
+5,779
115
$230K 0.18%
+8,162
116
$226K 0.17%
+6,009
117
$224K 0.17%
+8,790
118
$223K 0.17%
+4,078
119
$222K 0.17%
+3,558
120
$215K 0.17%
+2,933
121
$207K 0.16%
+977
122
$198K 0.15%
+3,316
123
$195K 0.15%
+3,035
124
$194K 0.15%
+1,265
125
$191K 0.15%
+5,134
3 4
5
6 7