APWM

Atlas Private Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.48%
This Fund
S&P 500
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
+$4.46M
2
+$753K
3
+$629K
4
ED icon
Consolidated Edison
ED
+$585K
5
DEO icon
Diageo
DEO
+$338K

Top Sells

1
+$5.14M
2
+$528K
3
+$515K
4
BAC icon
Bank of America
BAC
+$286K
5
CLX icon
Clorox
CLX
+$230K

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
276
$15K 0.01%
620
277
$15K 0.01%
282
278
$15K 0.01%
636
279
$14K 0.01%
5,482
+129
280
$14K 0.01%
1,049
+248
281
$14K 0.01%
110
282
$14K 0.01%
460
283
$14K 0.01%
154
-10
284
$14K 0.01%
304
+1
285
$14K 0.01%
123
286
$13K 0.01%
255
287
$13K 0.01%
200
288
$13K 0.01%
375
289
$13K 0.01%
50
290
$13K 0.01%
100
291
$12K 0.01%
3,000
-100
292
$12K 0.01%
340
293
$12K 0.01%
+485
294
$12K 0.01%
170
-65
295
$12K 0.01%
200
296
$12K 0.01%
85
+1
297
$12K 0.01%
130
298
$12K 0.01%
255
299
$12K 0.01%
100
300
$11K 0.01%
461
+34
10 11
12
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