We are live on ! Find out more
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
$162M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.02%
2 Healthcare 7.53%
3 Financials 7.02%
4 Communication Services 6.98%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-5
277
-1,000
278
-2,755
279
-195
280
-2,680
281
-256
282
-4,783
283
-74
284
-71
285
0
286
-350
287
-15
288
-1,380
289
-2,820
290
-408
291
-100
292
-5
293
-500
294
-137
295
-2,621
296
-100
297
-1,032
298
-2,750
299
-24
300
-86