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
201
$39K 0.04%
337
+1
202
$38K 0.04%
795
203
$37K 0.03%
690
204
$36K 0.03%
236
205
$34K 0.03%
1,160
-52
206
$33K 0.03%
1,100
+960
207
$33K 0.03%
1,200
208
$33K 0.03%
250
209
$32K 0.03%
248
+1
210
$32K 0.03%
1,375
-1,660
211
$32K 0.03%
2,720
212
$31K 0.03%
235
213
$31K 0.03%
152
214
$29K 0.03%
275
+1
215
$29K 0.03%
1,265
216
$29K 0.03%
600
217
$29K 0.03%
366
218
$29K 0.03%
297
219
$28K 0.03%
381
220
$28K 0.03%
1,078
221
$28K 0.03%
302
+2
222
$27K 0.02%
63
223
$27K 0.02%
160
224
$26K 0.02%
112
+12
225
$26K 0.02%
205
-417
7 8
9
10 11