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
$190M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$999K
3
+$995K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$734K
5
SPGI icon
S&P Global
SPGI
+$704K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$302K
5
MMM icon
3M
MMM
+$283K

Sector Composition

1 Healthcare 9.15%
2 Technology 9.13%
3 Financials 8.8%
4 Industrials 5.41%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.98M 4.73%
46,278
-1,557
2
$7.97M 4.2%
180,511
+12,566
3
$7.53M 3.97%
376,976
+18,007
4
$7.37M 3.89%
90,887
+7,531
5
$7.33M 3.86%
153,662
+4,886
6
$4.86M 2.56%
22,066
+3,336
7
$4.82M 2.54%
95,008
+9,113
8
$4.71M 2.48%
39,321
+650
9
$4.14M 2.19%
25,041
+3,987
10
$4.02M 2.12%
251,410
+43,333
11
$3.94M 2.08%
27,106
+2,834
12
$3.37M 1.78%
6,457
+471
13
$3.21M 1.69%
6,676
+464
14
$3.12M 1.64%
46,179
+14,802
15
$3.06M 1.61%
6,865
+1,376
16
$2.99M 1.58%
42,419
-223
17
$2.73M 1.44%
27,907
+6,374
18
$2.7M 1.42%
7,296
-94
19
$2.69M 1.42%
8,661
+937
20
$2.52M 1.33%
5,159
+616
21
$2.47M 1.3%
7,258
+1,810
22
$2.41M 1.27%
10,165
+293
23
$2.35M 1.24%
24,666
+5,694
24
$2.34M 1.23%
6,856
+1,365
25
$2.18M 1.15%
10,507
+755
1
2 3 4 5