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
401
$4K ﹤0.01%
+1,436
402
$4K ﹤0.01%
+28
403
$4K ﹤0.01%
+104
404
$4K ﹤0.01%
+50
405
$4K ﹤0.01%
+140
406
$4K ﹤0.01%
+79
407
$4K ﹤0.01%
+23
408
$4K ﹤0.01%
+75
409
$4K ﹤0.01%
+150
410
$4K ﹤0.01%
+20
411
$4K ﹤0.01%
+175
412
$3K ﹤0.01%
+49
413
$3K ﹤0.01%
+54
414
$3K ﹤0.01%
+61
415
$3K ﹤0.01%
+50
416
$3K ﹤0.01%
+25
417
$3K ﹤0.01%
+163
418
$3K ﹤0.01%
+163
419
$3K ﹤0.01%
+105
420
$3K ﹤0.01%
+8
421
$3K ﹤0.01%
+110
422
$3K ﹤0.01%
+24
423
$3K ﹤0.01%
+25
424
$3K ﹤0.01%
+1,000
425
$3K ﹤0.01%
+50