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
376
$7K 0.01%
+53
377
$7K 0.01%
+40
378
$7K 0.01%
+58
379
$7K 0.01%
+101
380
$6K ﹤0.01%
+300
381
$6K ﹤0.01%
+200
382
$6K ﹤0.01%
+246
383
$6K ﹤0.01%
+52
384
$6K ﹤0.01%
+100
385
$6K ﹤0.01%
+66
386
$6K ﹤0.01%
+100
387
$6K ﹤0.01%
+108
388
$6K ﹤0.01%
+249
389
$6K ﹤0.01%
+520
390
$6K ﹤0.01%
+157
391
$5K ﹤0.01%
+45
392
$5K ﹤0.01%
+317
393
$5K ﹤0.01%
+443
394
$5K ﹤0.01%
+50
395
$5K ﹤0.01%
+80
396
$5K ﹤0.01%
+300
397
$5K ﹤0.01%
+1,000
398
$5K ﹤0.01%
+62
399
$5K ﹤0.01%
+370
400
$4K ﹤0.01%
+17