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
176
$58K 0.05%
1,920
177
$57K 0.04%
408
178
$54K 0.04%
868
179
$54K 0.04%
840
180
$52K 0.04%
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181
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720
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182
$52K 0.04%
450
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183
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184
$51K 0.04%
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186
$50K 0.04%
842
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187
$49K 0.04%
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188
$47K 0.04%
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189
$46K 0.04%
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190
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191
$45K 0.04%
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$44K 0.03%
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193
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195
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197
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198
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199
$41K 0.03%
235
200
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