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
$172M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$1.22M
3 +$1.05M
4
AWK icon
American Water Works
AWK
+$904K
5
LIN icon
Linde
LIN
+$366K

Top Sells

1 +$1.26M
2 +$731K
3 +$506K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$483K
5
SHW icon
Sherwin-Williams
SHW
+$421K

Sector Composition

1 Healthcare 9.73%
2 Technology 8.05%
3 Financials 7.52%
4 Communication Services 5.43%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.84M 1.07%
4,037
+97
27
$1.83M 1.06%
10,128
-1,699
28
$1.77M 1.03%
41,915
+2,231
29
$1.7M 0.99%
6,765
+339
30
$1.69M 0.98%
13,728
-57
31
$1.54M 0.89%
23,440
+412
32
$1.49M 0.87%
10,892
-519
33
$1.49M 0.87%
19,690
-502
34
$1.49M 0.86%
7,632
-26
35
$1.44M 0.84%
31,521
+222
36
$1.44M 0.84%
4,678
+23
37
$1.43M 0.83%
4,041
+477
38
$1.41M 0.82%
8,429
+1,436
39
$1.34M 0.78%
9,425
+577
40
$1.28M 0.74%
34,391
+660
41
$1.27M 0.74%
13,615
+132
42
$1.27M 0.74%
13,934
+5
43
$1.27M 0.74%
+4,873
44
$1.23M 0.72%
12,369
+87
45
$1.22M 0.71%
+33,067
46
$1.22M 0.71%
13,947
+180
47
$1.2M 0.7%
9,070
+487
48
$1.19M 0.69%
23,157
+38
49
$1.17M 0.68%
8,076
50
$1.1M 0.64%
23,519
+1,171