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
$146M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.28M
2 +$1.27M
3 +$929K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$696K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$689K

Sector Composition

1 Healthcare 10.56%
2 Technology 7.66%
3 Financials 7.01%
4 Communication Services 5.1%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-813
127
-27,008