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
$179M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$503K
3
+$476K
4
MRK icon
Merck
MRK
+$453K
5
WST icon
West Pharmaceutical
WST
+$452K

Top Sells

1
+$479K
2
+$438K
3
+$423K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$300K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$287K

Sector Composition

1 Healthcare 9.04%
2 Technology 8.13%
3 Financials 7.23%
4 Communication Services 5.96%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.04%
5,409
+69
27
$1.87M 1.04%
13,785
+37
28
$1.82M 1.01%
14,833
+92
29
$1.79M 1%
8,285
-257
30
$1.77M 0.98%
11,411
-68
31
$1.71M 0.95%
39,684
-1,428
32
$1.63M 0.91%
13,929
-228
33
$1.6M 0.89%
7,658
-54
34
$1.58M 0.88%
23,028
+367
35
$1.56M 0.87%
8,848
+72
36
$1.56M 0.87%
4,655
-125
37
$1.54M 0.86%
20,192
+241
38
$1.52M 0.85%
4,512
-46
39
$1.5M 0.84%
31,299
+2,116
40
$1.35M 0.75%
13,767
-539
41
$1.32M 0.74%
33,731
+1,505
42
$1.3M 0.73%
13,483
+273
43
$1.3M 0.72%
23,119
-4,452
44
$1.29M 0.72%
8,076
45
$1.26M 0.7%
5,386
+93
46
$1.26M 0.7%
34,516
+4,645
47
$1.22M 0.68%
6,993
+2,450
48
$1.21M 0.67%
14,180
+102
49
$1.19M 0.66%
12,282
+64
50
$1.17M 0.65%
8,583
-333
1
2
3 4 5