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
$172M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$1.22M
3 +$1.05M
4
AWK icon
American Water Works
AWK
+$904K
5
LIN icon
Linde
LIN
+$366K

Top Sells

1 +$1.26M
2 +$731K
3 +$506K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$483K
5
SHW icon
Sherwin-Williams
SHW
+$421K

Sector Composition

1 Healthcare 9.73%
2 Technology 8.05%
3 Financials 7.52%
4 Communication Services 5.43%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.08M 0.63%
13,939
-241
52
$1.07M 0.62%
6,847
+1,490
53
$1.06M 0.61%
4,757
+245
54
$1.05M 0.61%
+19,193
55
$1.01M 0.59%
19,871
+52
56
$1M 0.58%
17,968
-200
57
$985K 0.57%
6,073
+49
58
$983K 0.57%
5,566
+180
59
$954K 0.55%
5,888
+466
60
$946K 0.55%
8,892
-100
61
$944K 0.55%
4,646
+925
62
$929K 0.54%
27,008
-30
63
$927K 0.54%
13,977
+456
64
$917K 0.53%
28,868
+1,989
65
$904K 0.53%
+5,461
66
$882K 0.51%
8,617
-122
67
$867K 0.5%
4,038
-474
68
$851K 0.49%
5,220
+200
69
$820K 0.48%
8,516
+813
70
$801K 0.47%
2,242
+52
71
$792K 0.46%
3,425
72
$791K 0.46%
3,700
+774
73
$761K 0.44%
7,058
-230
74
$759K 0.44%
1,850
75
$751K 0.44%
7,582
+268