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
76
$749K 0.44%
9,063
-999
77
$696K 0.4%
8,305
78
$693K 0.4%
13,802
-229
79
$689K 0.4%
6,281
80
$663K 0.39%
2,199
-500
81
$651K 0.38%
9,482
-19
82
$645K 0.37%
12,766
+34
83
$610K 0.35%
6,494
-10
84
$605K 0.35%
2,888
+131
85
$589K 0.34%
3,617
+604
86
$586K 0.34%
2,735
+256
87
$585K 0.34%
26,844
88
$579K 0.34%
6,698
+767
89
$558K 0.32%
2,256
-296
90
$549K 0.32%
12,066
+816
91
$549K 0.32%
6,590
92
$538K 0.31%
6,563
+657
93
$499K 0.29%
7,058
-432
94
$495K 0.29%
2,696
+287
95
$462K 0.27%
3,692
-220
96
$439K 0.26%
2,312
+257
97
$436K 0.25%
1,536
+141
98
$426K 0.25%
3,424
+439
99
$420K 0.24%
4,150
-600
100
$380K 0.22%
5,204
+208