We are live on ! Find out more
APWM

Atlas Private Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.02%
2 Healthcare 7.53%
3 Financials 7.02%
4 Communication Services 6.98%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-158
202
-5
203
-1,000
204
-1,576
205
-8
206
-560
207
-223
208
-25
209
-936
210
-100
211
-701
212
-1,094
213
-79
214
-200
215
-564
216
-74
217
-151
218
-1,362
219
-3,685
220
-662
221
-300
222
-500
223
-252
224
-110
225
-514