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
126
$185K 0.14%
+2,839
127
$184K 0.14%
+8,677
128
$182K 0.14%
+3,025
129
$181K 0.14%
+1,093
130
$180K 0.14%
+1,189
131
$178K 0.14%
+739
132
$175K 0.13%
+16,739
133
$166K 0.13%
+6,000
134
$166K 0.13%
+2,765
135
$162K 0.12%
+817
136
$161K 0.12%
+900
137
$161K 0.12%
+5,500
138
$160K 0.12%
+1,025
139
$158K 0.12%
+3,549
140
$155K 0.12%
+479
141
$153K 0.12%
+2,680
142
$151K 0.12%
+10,677
143
$148K 0.11%
+1,328
144
$147K 0.11%
+2,665
145
$141K 0.11%
+2,509
146
$136K 0.1%
+2,621
147
$134K 0.1%
+1,038
148
$133K 0.1%
+1,531
149
$130K 0.1%
+2,444
150
$129K 0.1%
+4,459
4 5
6
7 8