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
$190M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$999K
3
+$995K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$734K
5
SPGI icon
S&P Global
SPGI
+$704K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$302K
5
MMM icon
3M
MMM
+$283K

Sector Composition

1 Healthcare 9.15%
2 Technology 9.13%
3 Financials 8.8%
4 Industrials 5.41%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.1%
13,777
+718
27
$2.06M 1.09%
18,188
+776
28
$1.99M 1.05%
25,473
+1,306
29
$1.92M 1.01%
25,854
-1,115
30
$1.88M 0.99%
39,419
-597
31
$1.83M 0.96%
12,788
+6,968
32
$1.8M 0.95%
9,737
+415
33
$1.79M 0.94%
9,231
+1,406
34
$1.78M 0.94%
39,300
+11,794
35
$1.74M 0.92%
10,479
+948
36
$1.65M 0.87%
46,267
+3,439
37
$1.62M 0.85%
25,667
+188
38
$1.61M 0.85%
5,596
+1,014
39
$1.59M 0.84%
16,044
-63
40
$1.59M 0.84%
7,455
+2,124
41
$1.58M 0.83%
39,349
-1,318
42
$1.57M 0.83%
+5,921
43
$1.55M 0.82%
14,467
+3,057
44
$1.54M 0.81%
18,062
+2,937
45
$1.5M 0.79%
3,926
-631
46
$1.45M 0.76%
3,607
+1,757
47
$1.43M 0.76%
3,764
-2,680
48
$1.42M 0.75%
12,469
+831
49
$1.42M 0.75%
14,908
+4,590
50
$1.35M 0.71%
15,460
+972
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2
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