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
426
$9K 0.01%
+350
427
$9K 0.01%
+160
428
$9K 0.01%
+25
429
$9K 0.01%
+385
430
$9K 0.01%
+237
431
$9K 0.01%
+36
432
$9K 0.01%
+500
433
$9K 0.01%
+498
434
$8K 0.01%
+1,000
435
$8K 0.01%
+100
436
$8K 0.01%
+347
437
$8K 0.01%
+515
438
$8K 0.01%
+459
439
$8K 0.01%
+272
440
$8K 0.01%
+120
441
$8K 0.01%
+833
442
$8K 0.01%
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443
$8K 0.01%
+153
444
$8K 0.01%
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445
$8K 0.01%
+450
446
$8K 0.01%
+127
447
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448
$8K 0.01%
+156
449
$8K 0.01%
+200
450
$8K 0.01%
+74