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
476
$6K 0.01%
+66
477
$6K 0.01%
+105
478
$6K 0.01%
+34
479
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+150
480
$6K 0.01%
+200
481
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+312
482
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+9
483
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+26
484
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+30
485
$6K 0.01%
+347
486
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+50
487
$6K 0.01%
+500
488
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+719
489
$6K 0.01%
+191
490
$6K 0.01%
+165
491
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+60
492
$6K 0.01%
+258
493
$5K ﹤0.01%
+21
494
$5K ﹤0.01%
+124
495
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496
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497
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498
$5K ﹤0.01%
+45
499
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+15
500
$5K ﹤0.01%
+107