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
$190M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$999K
3
+$995K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$734K
5
SPGI icon
S&P Global
SPGI
+$704K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$302K
5
MMM icon
3M
MMM
+$283K

Sector Composition

1 Healthcare 9.15%
2 Technology 9.13%
3 Financials 8.8%
4 Industrials 5.41%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.7%
10,231
+245
52
$1.29M 0.68%
11,400
+448
53
$1.29M 0.68%
14,399
+1,402
54
$1.27M 0.67%
3,242
+420
55
$1.27M 0.67%
20,968
+1,072
56
$1.26M 0.67%
7,078
-238
57
$1.26M 0.66%
7,237
+1,146
58
$1.24M 0.66%
31,382
+543
59
$1.22M 0.64%
12,220
+4,230
60
$1.19M 0.63%
25,284
-635
61
$1.19M 0.63%
5,267
+467
62
$1.12M 0.59%
11,756
+1,853
63
$1.05M 0.56%
14,042
+811
64
$1.03M 0.54%
24,676
+423
65
$987K 0.52%
8,076
66
$978K 0.52%
6,023
-48
67
$972K 0.51%
7,816
-260
68
$948K 0.5%
23,306
+8,790
69
$941K 0.5%
2,466
-21
70
$875K 0.46%
7,581
+720
71
$835K 0.44%
16,992
+3,283
72
$779K 0.41%
4,046
+105
73
$770K 0.41%
5,718
-126
74
$758K 0.4%
3,028
-95
75
$754K 0.4%
7,727
-178
1 2
3
4 5