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
101
$369K 0.21%
1,654
-11
102
$368K 0.21%
8,908
+493
103
$364K 0.21%
6,148
104
$360K 0.21%
9,400
-4,450
105
$356K 0.21%
2,090
+131
106
$352K 0.2%
1,234
107
$349K 0.2%
5,015
108
$332K 0.19%
1,733
-50
109
$310K 0.18%
3,096
110
$309K 0.18%
3,669
-62
111
$287K 0.17%
5,535
+180
112
$281K 0.16%
1,082
-1,286
113
$277K 0.16%
7,223
114
$266K 0.15%
5,088
-2,000
115
$263K 0.15%
1,054
116
$261K 0.15%
1,939
117
$252K 0.15%
7,950
118
$249K 0.14%
551
119
$234K 0.14%
813
-1
120
$218K 0.13%
1,701
121
$214K 0.12%
4,667
+167
122
$200K 0.12%
+2,359
123
$200K 0.12%
2,402
-2,084
124
$151K 0.09%
16,739
125
$132K 0.08%
10,677