GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Atlas Private Wealth Management Stock Picks
Atlas Private Wealth Management
|Atlas Private Wealth Management|
|Last update 2023-01-19||111 Stocks (7 new)|
|Value $217.00 Mil||Turnover 34 %|
Top Holdings: IVW(30.01%) SHY(3.87%) FIXD(3.38%) LMBS(3.29%) FUMB(2.71%)Portfolio Report
Atlas Private Wealth Management has disclosed 111 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $217.00 Mil. The turnover rate is 34%.
In Atlas Private Wealth Management's current portfolio as of 2022-12-31, the top 5 holdings are iShares S&P 500 Growth ETF (IVW), iShares 1-3 Year Treasury Bond ETF (SHY), First Trust TCW Opportunistic Fixed Income ETF (FIXD), First Trust Low Duration Mortgage Opportunities ET (LMBS), First Trust Ultra Short Duration Municipal ETF (FUMB), not including call and put options. Atlas Private Wealth Management did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Atlas Private Wealth Management, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Atlas Private Wealth Management, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Atlas Private Wealth Management.
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