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
201
$39K 0.03%
63
202
$39K 0.03%
568
+428
203
$39K 0.03%
297
204
$38K 0.03%
671
205
$37K 0.03%
2,720
206
$37K 0.03%
305
207
$36K 0.03%
600
-600
208
$35K 0.03%
1,141
-2,137
209
$35K 0.03%
1,500
-1,475
210
$35K 0.03%
586
+186
211
$34K 0.03%
1,585
212
$33K 0.03%
2,093
213
$33K 0.03%
102
-32
214
$33K 0.03%
600
215
$33K 0.03%
160
216
$32K 0.03%
357
-411
217
$32K 0.03%
+339
218
$30K 0.02%
350
219
$30K 0.02%
381
220
$30K 0.02%
99
221
$30K 0.02%
1,012
222
$29K 0.02%
393
-187
223
$29K 0.02%
152
224
$28K 0.02%
1,350
225
$28K 0.02%
278
7 8
9
10 11