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
326
$8K 0.01%
212
-1,996
327
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140
328
$8K 0.01%
158
329
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676
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88
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245
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332
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+53
333
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159
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334
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100
335
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200
336
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420
337
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110
338
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280
339
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341
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326
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343
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347
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348
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12 13
14
15 16