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
376
$4K ﹤0.01%
104
377
$4K ﹤0.01%
50
-2,789
378
$4K ﹤0.01%
66
379
$4K ﹤0.01%
100
380
$4K ﹤0.01%
1,000
381
$4K ﹤0.01%
150
382
$4K ﹤0.01%
+116
383
$4K ﹤0.01%
370
384
$4K ﹤0.01%
525
+5
385
$4K ﹤0.01%
396
386
$3K ﹤0.01%
+200
387
$3K ﹤0.01%
713
388
$3K ﹤0.01%
+85
389
$3K ﹤0.01%
50
390
$3K ﹤0.01%
52
391
$3K ﹤0.01%
163
392
$3K ﹤0.01%
105
393
$3K ﹤0.01%
75
394
$3K ﹤0.01%
+25
395
$3K ﹤0.01%
21
+1
396
$3K ﹤0.01%
257
+5
397
$3K ﹤0.01%
101
398
$3K ﹤0.01%
+105
399
$2K ﹤0.01%
29
-2
400
$2K ﹤0.01%
+160
14 15
16
17 18