APWM
Atlas Private Wealth Management Portfolio holdings
AUM
$238M
1-Year Return
17.48%
This Quarter Return
+17.47%
1 Year Return
+17.48%
3 Year Return
+19.8%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$15.8M
(+15%)
Cap. Flow
-$1.81M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
28.82%
Holding
512
New
29
Increased
81
Reduced
104
Closed
24
Top Buys
Top Sells
| 1 |
Consolidated Edison
ED
|
$476K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$415K |
| 3 |
iShares Select Dividend ETF
DVY
|
$331K |
| 4 |
3M
MMM
|
$278K |
| 5 |
CERN
Cerner Corp
CERN
|
$185K |
Sector Composition
| 1 | Healthcare | 9.34% |
| 2 | Technology | 8.78% |
| 3 | Financials | 7.62% |
| 4 | Communication Services | 7.56% |
| 5 | Industrials | 4.66% |
