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
$108M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$754K
3
+$513K
4
DEO icon
Diageo
DEO
+$287K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$4.72M
2
+$515K
3
+$406K
4
CLX icon
Clorox
CLX
+$240K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Healthcare 9.09%
2 Financials 7.96%
3 Technology 7.48%
4 Communication Services 7.45%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.2%
12,265
102
$218K 0.2%
16,964
-1,640
103
$215K 0.2%
2,727
-17
104
$214K 0.2%
1,398
105
$211K 0.19%
6,361
+1,736
106
$206K 0.19%
+842
107
$199K 0.18%
1,878
-433
108
$198K 0.18%
1,994
109
$193K 0.18%
9,110
-9,524
110
$189K 0.17%
2,287
+1
111
$187K 0.17%
962
-15
112
$185K 0.17%
2,934
+1
113
$182K 0.17%
8,975
+185
114
$180K 0.17%
6,000
115
$179K 0.17%
3,025
116
$160K 0.15%
1,692
+1,492
117
$158K 0.15%
16,739
118
$155K 0.14%
3,460
-98
119
$153K 0.14%
2,116
+1
120
$151K 0.14%
2,680
121
$150K 0.14%
740
+1
122
$144K 0.13%
1,190
+1
123
$144K 0.13%
4,634
-500
124
$144K 0.13%
556
-370
125
$141K 0.13%
2,609
-707
3 4
5
6 7