APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
This Quarter Return
+7.3%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+9.7%)
Cap. Flow
+$5.04M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
32.38%
Holding
128
New
12
Increased
58
Reduced
43
Closed
1
Top Buys
| 1 |
Coinbase
COIN
|
$519K |
| 2 |
First Trust Managed Municipal ETF
FMB
|
$503K |
| 3 |
S&P Global
SPGI
|
$476K |
| 4 |
Merck
MRK
|
$453K |
| 5 |
West Pharmaceutical
WST
|
$452K |
Top Sells
Sector Composition
| 1 | Healthcare | 9.04% |
| 2 | Technology | 8.13% |
| 3 | Financials | 7.23% |
| 4 | Communication Services | 5.96% |
| 5 | Industrials | 4.27% |
