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
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.78%
2 Healthcare 8.27%
3 Technology 7.43%
4 Communication Services 6.99%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.25M 4.04%
+94,667
2
$4.73M 3.63%
+64,424
3
$4.44M 3.41%
+221,165
4
$2.9M 2.23%
+25,847
5
$2.78M 2.14%
+50,120
6
$2.64M 2.03%
+54,484
7
$2.63M 2.02%
+39,260
8
$2.61M 2.01%
+12,295
9
$2.39M 1.83%
+46,097
10
$2.31M 1.77%
+59,133
11
$2.27M 1.74%
+6,971
12
$2.24M 1.72%
+15,346
13
$2.22M 1.7%
+17,782
14
$2.15M 1.65%
+63,542
15
$2.12M 1.63%
+20,082
16
$1.96M 1.51%
+14,077
17
$1.9M 1.46%
+13,263
18
$1.86M 1.43%
+12,864
19
$1.8M 1.38%
+125,000
20
$1.76M 1.36%
+9,388
21
$1.67M 1.28%
+5,070
22
$1.64M 1.26%
+26,751
23
$1.63M 1.25%
+5,551
24
$1.54M 1.18%
+23,506
25
$1.51M 1.16%
+41,846