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
126
– –
-10,815
127
– –
-4,812
128
– –
-1,195
129
– –
-4,673
130
– –
-6,540
131
– –
-11,147
132
– –
-34,516
2 3 4 5
6