APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
1-Year Return
17.48%
This Quarter Return
+7.33%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$3.52M
(+2.8%)
Cap. Flow
-$4.22M
Cap. Flow
% of AUM
-3.31%
Top 10 Holdings %
Top 10 Hldgs %
29.63%
Holding
511
New
24
Increased
77
Reduced
108
Closed
108
Top Buys
Top Sells
| 1 |
Greene County Bancorp
GCBC
|
$1.39M |
| 2 |
Apple
AAPL
|
$1.02M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$592K |
| 4 |
Colgate-Palmolive
CL
|
$578K |
| 5 |
AT&T
T
|
$457K |
Sector Composition
| 1 | Healthcare | 9.43% |
| 2 | Technology | 9.12% |
| 3 | Communication Services | 6.94% |
| 4 | Financials | 6.78% |
| 5 | Industrials | 4.87% |
