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
451
$8K 0.01%
+116
452
$7K 0.01%
+650
453
$7K 0.01%
+90
454
$7K 0.01%
+673
455
$7K 0.01%
+65
456
$7K 0.01%
+100
457
$7K 0.01%
+260
458
$7K 0.01%
+1,000
459
$7K 0.01%
+621
460
$7K 0.01%
+267
461
$7K 0.01%
+120
462
$7K 0.01%
+60
463
$7K 0.01%
+79
464
$7K 0.01%
+384
465
$7K 0.01%
+200
466
$7K 0.01%
+215
467
$7K 0.01%
+94
468
$7K 0.01%
+1
469
$7K 0.01%
+700
470
$6K 0.01%
+50
471
$6K 0.01%
+44
472
$6K 0.01%
+61
473
$6K 0.01%
+199
474
$6K 0.01%
+300
475
$6K 0.01%
+75