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
476
$0 ﹤0.01%
+5
477
0
478
0
479
0
480
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+2
481
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+1
482
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+20
483
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+166
484
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+1
485
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486
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487
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488
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489
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490
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491
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492
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493
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+233
494
$0 ﹤0.01%
+400