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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Healthcare 5.61%
3 Consumer Discretionary 3.55%
4 Financials 3.48%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K 0.01%
+2,000
402
$10K 0.01%
+450
403
$10K 0.01%
+545
404
$10K 0.01%
+315
405
$10K 0.01%
+135
406
$10K 0.01%
+239
407
$10K 0.01%
+200
408
$10K 0.01%
+750
409
$10K 0.01%
+293
410
$10K 0.01%
+400
411
$10K 0.01%
+100
412
$10K 0.01%
+155
413
$10K 0.01%
+230
414
$10K 0.01%
+200
415
$10K 0.01%
+200
416
$10K 0.01%
+2,703
417
$9K 0.01%
+13
418
$9K 0.01%
+1,300
419
$9K 0.01%
+100
420
$9K 0.01%
+110
421
$9K 0.01%
+1,500
422
$9K 0.01%
+63
423
$9K 0.01%
+210
424
$9K 0.01%
+124
425
$9K 0.01%
+226