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
176
$54K 0.05%
1,610
177
$53K 0.05%
1,101
+1
178
$51K 0.05%
1,510
+1
179
$51K 0.05%
1,257
-28
180
$51K 0.05%
1,350
181
$51K 0.05%
833
+6
182
$48K 0.04%
410
-98
183
$48K 0.04%
350
184
$48K 0.04%
840
185
$47K 0.04%
749
186
$47K 0.04%
1,375
-1,660
187
$46K 0.04%
375
188
$46K 0.04%
868
189
$46K 0.04%
1,593
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190
$45K 0.04%
1,068
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191
$45K 0.04%
743
192
$45K 0.04%
550
193
$44K 0.04%
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+1
194
$42K 0.04%
243
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195
$42K 0.04%
308
196
$41K 0.04%
263
197
$40K 0.04%
2,720
198
$40K 0.04%
826
199
$40K 0.04%
1,374
-2,886
200
$39K 0.04%
921
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