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
451
$1K ﹤0.01%
+10
452
$1K ﹤0.01%
+72
453
$1K ﹤0.01%
+77
454
$1K ﹤0.01%
+250
455
$1K ﹤0.01%
+50
456
$1K ﹤0.01%
+23
457
$1K ﹤0.01%
+27
458
$1K ﹤0.01%
+5
459
$1K ﹤0.01%
+5
460
$1K ﹤0.01%
+30
461
$1K ﹤0.01%
+135
462
$1K ﹤0.01%
+50
463
$1K ﹤0.01%
+40
464
$1K ﹤0.01%
+90
465
$1K ﹤0.01%
+200
466
$0 ﹤0.01%
+37
467
$0 ﹤0.01%
+5
468
0
469
$0 ﹤0.01%
+15
470
$0 ﹤0.01%
+12
471
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+13
472
0
473
$0 ﹤0.01%
+1
474
$0 ﹤0.01%
+10
475
$0 ﹤0.01%
+50