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
$108M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$754K
3
+$513K
4
DEO icon
Diageo
DEO
+$287K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$4.72M
2
+$515K
3
+$406K
4
CLX icon
Clorox
CLX
+$240K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Healthcare 9.09%
2 Financials 7.96%
3 Technology 7.48%
4 Communication Services 7.45%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.54%
8,004
+494
52
$586K 0.54%
12,691
+1,268
53
$581K 0.54%
14,769
+911
54
$560K 0.52%
11,400
55
$557K 0.51%
5,607
+1
56
$553K 0.51%
12,396
-304
57
$552K 0.51%
3,628
+1,598
58
$547K 0.51%
8,245
-1,534
59
$546K 0.5%
4,828
60
$537K 0.5%
6,192
-70
61
$536K 0.49%
7,352
+76
62
$519K 0.48%
8,596
63
$509K 0.47%
12,126
-98
64
$508K 0.47%
2,101
+71
65
$491K 0.45%
12,695
-335
66
$487K 0.45%
8,750
-21
67
$477K 0.44%
3,974
-1
68
$474K 0.44%
10,944
-40
69
$455K 0.42%
4,220
70
$437K 0.4%
2,388
+185
71
$430K 0.4%
19,037
-6,598
72
$417K 0.39%
4,755
+151
73
$397K 0.37%
1,170
+7
74
$397K 0.37%
8,605
+170
75
$389K 0.36%
13,621
+104
1 2
3
4 5