APWM

Atlas Private Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$754K
3
+$513K
4
DEO icon
Diageo
DEO
+$287K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$4.72M
2
+$515K
3
+$406K
4
CLX icon
Clorox
CLX
+$240K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Healthcare 9.09%
2 Financials 7.96%
3 Technology 7.48%
4 Communication Services 7.45%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
306
227
$26K 0.02%
278
228
$25K 0.02%
207
229
$25K 0.02%
2,093
230
$25K 0.02%
205
+60
231
$25K 0.02%
2,022
+200
232
$24K 0.02%
338
-98
233
$24K 0.02%
5,000
-1,611
234
$24K 0.02%
321
235
$23K 0.02%
284
236
$23K 0.02%
1,548
237
$23K 0.02%
400
238
$23K 0.02%
99
+1
239
$23K 0.02%
2,110
240
$23K 0.02%
545
241
$22K 0.02%
458
242
$22K 0.02%
155
243
$22K 0.02%
1,350
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244
$22K 0.02%
216
245
$21K 0.02%
580
246
$21K 0.02%
1,527
247
$21K 0.02%
662
248
$21K 0.02%
1,585
249
$21K 0.02%
1,507
250
$21K 0.02%
300
8 9
10
11 12