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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
$162M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.02%
2 Healthcare 7.53%
3 Financials 7.02%
4 Communication Services 6.98%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
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377
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378
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379
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381
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-298
383
-6,620
384
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385
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386
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387
-50
388
-583
389
-1,049
390
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391
-6,115
392
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393
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394
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395
-1
396
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397
-270
398
-52
399
-7,142
400
-393