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
+$4.39M
2
+$754K
3
+$513K
4
DEO icon
Diageo
DEO
+$287K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$4.72M
2
+$515K
3
+$406K
4
CLX icon
Clorox
CLX
+$240K
5
GILD icon
Gilead Sciences
GILD
+$223K

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
401
$2K ﹤0.01%
25
402
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300
403
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-300
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405
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50
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407
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8
408
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+20
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+515
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100
416
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17
417
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39
-15
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419
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445
+2
420
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73
-1,217
421
$1K ﹤0.01%
+50
422
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49
423
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+25
424
$1K ﹤0.01%
100
425
$1K ﹤0.01%
100
15 16
17
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