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
476
$5K ﹤0.01%
30
477
$5K ﹤0.01%
22
478
$5K ﹤0.01%
15
479
$5K ﹤0.01%
1,200
480
$5K ﹤0.01%
400
481
$5K ﹤0.01%
9
482
$5K ﹤0.01%
73
483
$5K ﹤0.01%
30
484
$5K ﹤0.01%
54
485
$5K ﹤0.01%
719
486
$5K ﹤0.01%
191
487
$5K ﹤0.01%
+125
488
$4K ﹤0.01%
300
-373
489
$4K ﹤0.01%
378
490
$4K ﹤0.01%
1,385
491
$4K ﹤0.01%
124
492
$4K ﹤0.01%
93
493
$4K ﹤0.01%
141
494
$4K ﹤0.01%
250
495
$4K ﹤0.01%
39
-6
496
$4K ﹤0.01%
27
497
$4K ﹤0.01%
35
498
$4K ﹤0.01%
80
499
$4K ﹤0.01%
106
500
$4K ﹤0.01%
400