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
176
$75K 0.06%
+248
177
$74K 0.06%
+1,150
178
$73K 0.06%
+550
179
$72K 0.06%
+1,662
180
$71K 0.05%
+1,610
181
$70K 0.05%
+1,078
182
$69K 0.05%
+1,285
183
$68K 0.05%
+1,797
184
$68K 0.05%
+1,273
185
$67K 0.05%
+741
186
$66K 0.05%
+694
187
$66K 0.05%
+827
188
$66K 0.05%
+840
189
$65K 0.05%
+11,000
190
$64K 0.05%
+2,975
191
$63K 0.05%
+1,380
192
$61K 0.05%
+6,611
193
$60K 0.05%
+350
194
$59K 0.05%
+749
195
$59K 0.05%
+1,350
196
$59K 0.05%
+826
197
$58K 0.04%
+1,100
198
$57K 0.04%
+555
199
$57K 0.04%
+203
200
$56K 0.04%
+336
6 7
8
9 10