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
201
$55K 0.04%
+250
202
$54K 0.04%
+743
203
$52K 0.04%
+375
204
$51K 0.04%
+2,093
205
$50K 0.04%
+921
206
$49K 0.04%
+1,212
207
$49K 0.04%
+321
208
$48K 0.04%
+263
209
$47K 0.04%
+1,290
210
$46K 0.04%
+868
211
$46K 0.04%
+795
212
$45K 0.03%
+2,720
213
$45K 0.03%
+2,720
214
$44K 0.03%
+690
215
$43K 0.03%
+308
216
$43K 0.03%
+297
217
$42K 0.03%
+236
218
$42K 0.03%
+235
219
$41K 0.03%
+957
220
$41K 0.03%
+801
221
$39K 0.03%
+381
222
$37K 0.03%
+620
223
$37K 0.03%
+600
224
$36K 0.03%
+274
225
$36K 0.03%
+436
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