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
101
$234K 0.18%
12,265
102
$230K 0.18%
4,126
+110
103
$222K 0.17%
9,285
+148
104
$211K 0.17%
1,819
+793
105
$204K 0.16%
895
106
$203K 0.16%
6,111
-250
107
$201K 0.16%
715
108
$198K 0.16%
3,823
+1,014
109
$198K 0.16%
590
+34
110
$194K 0.15%
1,785
-942
111
$190K 0.15%
2,052
-22
112
$188K 0.15%
740
113
$171K 0.13%
3,299
+810
114
$170K 0.13%
2,890
+31
115
$170K 0.13%
6,999
+4,044
116
$169K 0.13%
16,739
117
$168K 0.13%
900
118
$158K 0.12%
1,375
119
$154K 0.12%
2,680
120
$149K 0.12%
4,150
121
$149K 0.12%
4,290
-228
122
$146K 0.11%
2,548
+83
123
$143K 0.11%
2,621
124
$142K 0.11%
855
+830
125
$140K 0.11%
10,677
3 4
5
6 7