APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$18K 0.02%
97
327
$17K 0.01%
466
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$17K 0.01%
300
329
$17K 0.01%
280
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330
$17K 0.01%
117
331
$17K 0.01%
150
332
$17K 0.01%
3,086
333
$17K 0.01%
5,000
334
$17K 0.01%
200
335
$17K 0.01%
36
336
$16K 0.01%
550
-134
337
$16K 0.01%
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338
$16K 0.01%
130
339
$16K 0.01%
325
340
$16K 0.01%
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341
$16K 0.01%
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$16K 0.01%
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344
$15K 0.01%
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$15K 0.01%
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346
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347
$15K 0.01%
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348
$15K 0.01%
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349
$15K 0.01%
93
350
$14K 0.01%
98