Atlas Private Wealth Management Buys ISHARES TRUST, Xtrackers MSCI Europe Hedged Equity ETF, iShares Asia 50 ETF, Sells PowerShares QQQ Trust Ser 1, Schwab U.S. Small-Cap ETF, FedEx Corp

Investment company Atlas Private Wealth Management (Current Portfolio) buys ISHARES TRUST, Xtrackers MSCI Europe Hedged Equity ETF, iShares Asia 50 ETF, Pfizer Inc, Schlumberger, sells PowerShares QQQ Trust Ser 1, Schwab U.S. Small-Cap ETF, FedEx Corp, Alibaba Group Holding, SPDR Dividend ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Atlas Private Wealth Management. As of 2021Q3, Atlas Private Wealth Management owns 116 stocks with a total value of $164 million. These are the details of the buys and sells.

For the details of Atlas Private Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/atlas+private+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Atlas Private Wealth Management
  1. First Trust TCW Opportunistic Fixed Income ETF (FIXD) - 170,894 shares, 5.59% of the total portfolio. Shares added by 11.09%
  2. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 145,148 shares, 4.49% of the total portfolio. Shares added by 10.85%
  3. Apple Inc (AAPL) - 48,633 shares, 4.21% of the total portfolio. Shares reduced by 5.64%
  4. First Trust Ultra Short Duration Municipal ETF (FUMB) - 318,384 shares, 3.93% of the total portfolio. Shares added by 0.71%
  5. Alphabet Inc (GOOGL) - 1,851 shares, 3.03% of the total portfolio. Shares reduced by 5.27%
New Purchase: Pfizer Inc (PFE)

Atlas Private Wealth Management initiated holding in Pfizer Inc. The purchase prices were between $39.25 and $50.42, with an estimated average price of $44.27. The stock is now traded at around $42.945000. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,255 shares as of 2021-09-30.

New Purchase: Schlumberger Ltd (SLB)

Atlas Private Wealth Management initiated holding in Schlumberger Ltd. The purchase prices were between $26.44 and $33.07, with an estimated average price of $28.7. The stock is now traded at around $34.210000. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,789 shares as of 2021-09-30.

Added: ISHARES TRUST (IUSV)

Atlas Private Wealth Management added to a holding in ISHARES TRUST by 35.13%. The purchase prices were between $69.51 and $73.69, with an estimated average price of $72.22. The stock is now traded at around $74.843700. The impact to a portfolio due to this purchase was 0.22%. The holding were 19,951 shares as of 2021-09-30.

Added: Xtrackers MSCI Europe Hedged Equity ETF (DBEU)

Atlas Private Wealth Management added to a holding in Xtrackers MSCI Europe Hedged Equity ETF by 50.42%. The purchase prices were between $33.42 and $35.67, with an estimated average price of $34.82. The stock is now traded at around $35.380000. The impact to a portfolio due to this purchase was 0.21%. The holding were 29,871 shares as of 2021-09-30.

Added: iShares Asia 50 ETF (AIA)

Atlas Private Wealth Management added to a holding in iShares Asia 50 ETF by 52.76%. The purchase prices were between $77.54 and $90.86, with an estimated average price of $83.64. The stock is now traded at around $82.730000. The impact to a portfolio due to this purchase was 0.15%. The holding were 9,092 shares as of 2021-09-30.

Added: BTC iShares International Select Dividend ETF (IDV)

Atlas Private Wealth Management added to a holding in BTC iShares International Select Dividend ETF by 29.60%. The purchase prices were between $30.22 and $32.32, with an estimated average price of $31.55. The stock is now traded at around $31.640000. The impact to a portfolio due to this purchase was 0.12%. The holding were 28,714 shares as of 2021-09-30.

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Atlas Private Wealth Management added to a holding in iShares MSCI EAFE Small-Cap ETF by 26.09%. The purchase prices were between $72.22 and $79.08, with an estimated average price of $76.11. The stock is now traded at around $76.295000. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,041 shares as of 2021-09-30.

Added: Royal Dutch Shell PLC (RDS.B)

Atlas Private Wealth Management added to a holding in Royal Dutch Shell PLC by 32.30%. The purchase prices were between $35.85 and $44.27, with an estimated average price of $39.59. The stock is now traded at around $48.970000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,843 shares as of 2021-09-30.

Sold Out: Schwab U.S. Small-Cap ETF (SCHA)

Atlas Private Wealth Management sold out a holding in Schwab U.S. Small-Cap ETF. The sale prices were between $96.31 and $104.67, with an estimated average price of $101.3.

Sold Out: FedEx Corp (FDX)

Atlas Private Wealth Management sold out a holding in FedEx Corp. The sale prices were between $219.29 and $299.67, with an estimated average price of $271.73.

Sold Out: Alibaba Group Holding Ltd (BABA)

Atlas Private Wealth Management sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: SPDR Dividend ETF (SDY)

Atlas Private Wealth Management sold out a holding in SPDR Dividend ETF. The sale prices were between $117.12 and $124.88, with an estimated average price of $121.74.



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