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
151
$126K 0.1%
+3,070
152
$121K 0.09%
+860
153
$120K 0.09%
+1,800
154
$120K 0.09%
+1,354
155
$118K 0.09%
+1,965
156
$118K 0.09%
+1,988
157
$112K 0.09%
+1,223
158
$112K 0.09%
+1,378
159
$108K 0.08%
+1,270
160
$102K 0.08%
+2,208
161
$101K 0.08%
+1,432
162
$95K 0.07%
+558
163
$90K 0.07%
+1,395
164
$90K 0.07%
+3,035
165
$90K 0.07%
+544
166
$87K 0.07%
+749
167
$86K 0.07%
+622
168
$85K 0.07%
+1,065
169
$85K 0.07%
+4,623
170
$82K 0.06%
+280
171
$80K 0.06%
+1,509
172
$78K 0.06%
+331
173
$78K 0.06%
+2,016
174
$77K 0.06%
+1,944
175
$75K 0.06%
+508
5 6
7
8 9