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
101
$290K 0.15%
4,193
+13
102
$290K 0.15%
4,527
-1,027
103
$279K 0.15%
1,230
104
$269K 0.14%
+8,109
105
$261K 0.14%
921
+108
106
$258K 0.14%
+1,039
107
$253K 0.13%
2,068
+115
108
$243K 0.13%
2,010
-1,220
109
$241K 0.13%
+3,660
110
$240K 0.13%
4,832
111
$226K 0.12%
+2,114
112
$225K 0.12%
4,975
-113
113
$222K 0.12%
+474
114
$222K 0.12%
+548
115
$221K 0.12%
2,983
-164
116
$211K 0.11%
+2,366
117
$206K 0.11%
1,864
118
$204K 0.11%
+1,820
119
– –
-835
120
– –
-6,316
121
– –
-3,215
122
– –
-5,963
123
– –
-26,733
1 2 3 4
5