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
76
$727K 0.41%
9,501
+409
77
$684K 0.38%
2,552
+535
78
$681K 0.38%
2,757
+134
79
$666K 0.37%
26,844
80
$646K 0.36%
12,732
+500
81
$629K 0.35%
7,314
+3,600
82
$618K 0.34%
6,504
+48
83
$616K 0.34%
10,062
+5,080
84
$581K 0.32%
2,368
+87
85
$578K 0.32%
11,250
+199
86
$566K 0.32%
2,926
+66
87
$558K 0.31%
6,590
88
$543K 0.3%
3,912
-450
89
$531K 0.3%
2,479
+281
90
$519K 0.29%
+2,055
91
$506K 0.28%
4,812
+2
92
$490K 0.27%
4,750
-100
93
$483K 0.27%
11,147
+304
94
$454K 0.25%
2,409
+90
95
$453K 0.25%
+5,906
96
$444K 0.25%
13,850
97
$444K 0.25%
1,395
+480
98
$443K 0.25%
+2,985
99
$440K 0.25%
7,490
+7
100
$430K 0.24%
5,931
-217
2 3
4
5 6