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
$179M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$503K
3
+$476K
4
MRK icon
Merck
MRK
+$453K
5
WST icon
West Pharmaceutical
WST
+$452K

Top Sells

1
+$479K
2
+$438K
3
+$423K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$300K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$287K

Sector Composition

1 Healthcare 9.04%
2 Technology 8.13%
3 Financials 7.23%
4 Communication Services 5.96%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.64%
18,168
-500
52
$1.13M 0.63%
22,348
+244
53
$1.07M 0.59%
3,564
+14
54
$1.03M 0.58%
6,024
+1
55
$1.03M 0.58%
4,512
-1,851
56
$1.03M 0.57%
19,819
-2,230
57
$996K 0.56%
8,992
58
$995K 0.55%
27,038
+1,261
59
$988K 0.55%
13,521
+480
60
$979K 0.55%
5,357
+19
61
$966K 0.54%
3,425
-100
62
$913K 0.51%
8,739
+31
63
$873K 0.49%
1,850
+1,008
64
$850K 0.47%
7,703
+481
65
$838K 0.47%
26,879
-1,835
66
$837K 0.47%
5,020
-20
67
$835K 0.47%
7,288
+34
68
$819K 0.46%
3,721
-124
69
$787K 0.44%
2,190
-42
70
$771K 0.43%
8,305
71
$763K 0.43%
14,031
+283
72
$739K 0.41%
2,699
-20
73
$734K 0.41%
5,422
+3
74
$731K 0.41%
10,815
75
$730K 0.41%
6,281
1 2
3
4 5