Instuitional Investor - Atlas Private Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Atlas Private Wealth Management |
| Portfolio Value | $237,964,786 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 111,804 | $9,143,311 | 3.84% | |
| 2. | Jpmorgan Ultra-Short Municipal Income Etf - ETF | 168,211 | $8,535,026 | 3.59% | |
| 3. | Ishares Yield Optimized Bond Etf - ETF | 377,165 | $8,433,516 | 3.54% | |
| 4. | First Trust Low Duration Opportunities Etf - ETF | 159,628 | $7,702,070 | 3.24% | |
| 5. | AAPL | 43,307 | $7,426,221 | 3.12% |
