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
126
$139K 0.11%
1,180
127
$136K 0.11%
1,685
-25
128
$134K 0.11%
1,435
+1
129
$133K 0.1%
2,444
130
$129K 0.1%
903
+687
131
$128K 0.1%
461
132
$128K 0.1%
2,562
133
$126K 0.1%
7,955
-156
134
$116K 0.09%
777
135
$116K 0.09%
1,465
136
$114K 0.09%
1,442
+112
137
$113K 0.09%
1,380
138
$112K 0.09%
+1,596
139
$107K 0.08%
5,009
140
$107K 0.08%
+2,941
141
$106K 0.08%
2,870
-200
142
$106K 0.08%
1,676
+5
143
$106K 0.08%
1,382
144
$104K 0.08%
1,664
+27
145
$102K 0.08%
6,534
-117
146
$100K 0.08%
8,073
+62
147
$99K 0.08%
4,117
-96
148
$99K 0.08%
1,100
149
$96K 0.08%
1,600
-550
150
$94K 0.07%
+465
4 5
6
7 8