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
426
$1K ﹤0.01%
49
427
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+25
428
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429
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10
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151
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50
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100
-100
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– –
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448
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-1,025
449
$0 ﹤0.01%
+16
450
– –
-68
16 17
18
19 20