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
76
$731K 0.39%
7,462
+59
77
$723K 0.38%
18,498
-783
78
$720K 0.38%
2,414
-66
79
$713K 0.38%
1,827
-16
80
$707K 0.37%
4,493
+62
81
$686K 0.36%
3,050
-275
82
$677K 0.36%
3,601
+687
83
$673K 0.35%
13,000
+3,541
84
$650K 0.34%
3,626
-19
85
$634K 0.33%
4,860
-260
86
$599K 0.32%
12,750
+241
87
$594K 0.31%
3,299
+114
88
$508K 0.27%
2,065
+432
89
$507K 0.27%
12,602
-702
90
$438K 0.23%
7,098
+9
91
$414K 0.22%
26,844
92
$411K 0.22%
1,946
+128
93
$410K 0.22%
1,200
-50
94
$407K 0.21%
1,542
+468
95
$349K 0.18%
+5,340
96
$340K 0.18%
7,950
97
$335K 0.18%
1,120
-28
98
$304K 0.16%
5,359
+230
99
$297K 0.16%
6,148
100
$295K 0.16%
+724
1 2 3
4
5