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
251
$20K 0.02%
382
252
$20K 0.02%
557
+4
253
$20K 0.02%
104
-99
254
$20K 0.02%
234
+159
255
$20K 0.02%
260
256
$19K 0.02%
406
257
$19K 0.02%
671
258
$18K 0.02%
187
+1
259
$18K 0.02%
437
260
$17K 0.02%
521
261
$17K 0.02%
1,024
+5
262
$17K 0.02%
3,248
-1,375
263
$17K 0.02%
388
+5
264
$17K 0.02%
361
265
$17K 0.02%
150
266
$17K 0.02%
1,012
267
$17K 0.02%
528
268
$16K 0.01%
375
269
$16K 0.01%
26
270
$16K 0.01%
275
271
$16K 0.01%
195
-77
272
$16K 0.01%
1,164
+1
273
$16K 0.01%
326
274
$15K 0.01%
11
275
$15K 0.01%
570
9 10
11
12 13