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
101
$421K 0.23%
1,195
-150
102
$384K 0.21%
4,486
+84
103
$374K 0.21%
5,015
-150
104
$367K 0.2%
+1,234
105
$359K 0.2%
1,783
-19
106
$354K 0.2%
+3,013
107
$344K 0.19%
+1,665
108
$342K 0.19%
4,673
+690
109
$341K 0.19%
1,959
-11
110
$336K 0.19%
7,088
-410
111
$323K 0.18%
1,939
112
$321K 0.18%
+1,054
113
$316K 0.18%
5,355
+100
114
$314K 0.18%
3,096
-955
115
$314K 0.18%
3,731
-1,117
116
$312K 0.17%
+4,996
117
$284K 0.16%
+6,540
118
$282K 0.16%
7,223
119
$278K 0.16%
7,950
120
$271K 0.15%
+6,148
121
$262K 0.15%
551
-5
122
$261K 0.15%
814
+1
123
$252K 0.14%
8,415
+626
124
$244K 0.14%
+4,500
125
$220K 0.12%
+1,701
2 3 4
5
6