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
$124M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$682K
3
+$253K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$160K
5
VUG icon
Vanguard Growth ETF
VUG
+$128K

Top Sells

1
+$476K
2
+$415K
3
+$331K
4
MMM icon
3M
MMM
+$278K
5
CERN
Cerner Corp
CERN
+$185K

Sector Composition

1 Healthcare 9.34%
2 Technology 8.78%
3 Financials 7.62%
4 Communication Services 7.56%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.04%
236
202
$45K 0.04%
795
203
$44K 0.04%
626
-524
204
$43K 0.03%
921
205
$42K 0.03%
1,798
206
$42K 0.03%
+2,500
207
$42K 0.03%
2,720
208
$42K 0.03%
287
-50
209
$40K 0.03%
165
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210
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248
211
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134
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212
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461
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213
$39K 0.03%
312
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214
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215
$38K 0.03%
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216
$37K 0.03%
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217
$36K 0.03%
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218
$35K 0.03%
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219
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220
$34K 0.03%
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221
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297
222
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545
223
$33K 0.03%
1,548
224
$32K 0.03%
63
225
$32K 0.03%
580
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10 11