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
301
$11K 0.01%
193
+1
302
$11K 0.01%
146
+1
303
$11K 0.01%
124
-12
304
$11K 0.01%
51
+1
305
$11K 0.01%
874
306
$11K 0.01%
500
307
$11K 0.01%
487
-24
308
$11K 0.01%
941
309
$10K 0.01%
48
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310
$10K 0.01%
158
311
$10K 0.01%
200
-94,467
312
$10K 0.01%
300
313
$10K 0.01%
67
314
$10K 0.01%
560
315
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102
316
$9K 0.01%
600
317
$9K 0.01%
280
318
$9K 0.01%
881
+3
319
$9K 0.01%
2,031
320
$9K 0.01%
100
321
$9K 0.01%
1,025
322
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100
323
$8K 0.01%
+53
324
$8K 0.01%
159
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325
$8K 0.01%
164
+1
11 12
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