Instuitional Investor - Atlas Private Wealth Management
Fund Profile
Filing Period:
Fund Name: | Atlas Private Wealth Management |
Portfolio Value | $212,722,396 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | AAPL | 45,683 | $8,795,332 | 4.13% | |
2. | IEF | 101,962 | $8,364,931 | 3.93% | |
3. | Jpmorgan Ultra Short Municipal Income Etf | 162,061 | $8,222,975 | 3.86% | |
4. | Ishares Yield Optimized Bond Etf | 357,089 | $8,009,285 | 3.76% | |
5. | First Trust Low Duration Opportunities Etf | 158,014 | $7,635,216 | 3.58% |