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
126
$165K 0.09%
16,739
127
$145K 0.08%
10,677
128
-1,466