APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
1-Year Return
17.48%
This Quarter Return
-15.24%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
-$21.9M
(-17%)
Cap. Flow
+$1.39M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
29.08%
Holding
521
New
24
Increased
129
Reduced
100
Closed
34
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$4.39M |
| 2 |
First Trust Ultra Short Duration Municipal ETF
FUMB
|
$754K |
| 3 |
Comcast
CMCSA
|
$513K |
| 4 |
Diageo
DEO
|
$287K |
| 5 |
Ecolab
ECL
|
$266K |
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.72M |
| 2 |
Skyworks Solutions
SWKS
|
$515K |
| 3 |
iShares Select Dividend ETF
DVY
|
$406K |
| 4 |
Clorox
CLX
|
$240K |
| 5 |
Gilead Sciences
GILD
|
$223K |
Sector Composition
| 1 | Healthcare | 9.09% |
| 2 | Financials | 7.96% |
| 3 | Technology | 7.48% |
| 4 | Communication Services | 7.45% |
| 5 | Industrials | 4.77% |
