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
$108M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$754K
3
+$513K
4
DEO icon
Diageo
DEO
+$287K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$4.72M
2
+$515K
3
+$406K
4
CLX icon
Clorox
CLX
+$240K
5
GILD icon
Gilead Sciences
GILD
+$223K

Sector Composition

1 Healthcare 9.09%
2 Financials 7.96%
3 Technology 7.48%
4 Communication Services 7.45%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$90K 0.08%
1,272
+2
152
$88K 0.08%
3,070
153
$88K 0.08%
750
+1
154
$81K 0.07%
1,380
+2
155
$80K 0.07%
281
+1
156
$78K 0.07%
1,398
+3
157
$78K 0.07%
1,147
-207
158
$77K 0.07%
956
-267
159
$76K 0.07%
+800
160
$75K 0.07%
1,666
+4
161
$74K 0.07%
1,150
162
$74K 0.07%
1,953
+9
163
$70K 0.06%
857
-181
164
$66K 0.06%
331
165
$63K 0.06%
1,380
166
$63K 0.06%
2,017
+1
167
$60K 0.06%
2,975
168
$58K 0.05%
7,412
+6,671
169
$58K 0.05%
1,000
-800
170
$56K 0.05%
408
-150
171
$56K 0.05%
694
172
$56K 0.05%
248
173
$56K 0.05%
1,920
-45
174
$55K 0.05%
555
175
$54K 0.05%
544
5 6
7
8 9