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
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.78%
2 Healthcare 8.27%
3 Technology 7.43%
4 Communication Services 6.99%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K 0.01%
+367
352
$9K 0.01%
+280
353
$9K 0.01%
+280
354
$9K 0.01%
+209
355
$9K 0.01%
+300
356
$9K 0.01%
+39
357
$9K 0.01%
+156
358
$9K 0.01%
+55
359
$9K 0.01%
+100
360
$9K 0.01%
+396
361
$9K 0.01%
+1,893
362
$8K 0.01%
+133
363
$8K 0.01%
+110
364
$8K 0.01%
+100
365
$8K 0.01%
+277
366
$8K 0.01%
+68
367
$8K 0.01%
+75
368
$8K 0.01%
+140
369
$8K 0.01%
+100
370
$8K 0.01%
+300
371
$8K 0.01%
+260
372
$7K 0.01%
+58
373
$7K 0.01%
+60
374
$7K 0.01%
+500
375
$7K 0.01%
+243