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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7K ﹤0.01%
200
477
$7K ﹤0.01%
200
478
$7K ﹤0.01%
48
+20
479
$7K ﹤0.01%
50
480
$7K ﹤0.01%
90
481
$7K ﹤0.01%
44
482
$7K ﹤0.01%
74
+58
483
$6K ﹤0.01%
21
484
$6K ﹤0.01%
+51
485
$6K ﹤0.01%
35
486
$6K ﹤0.01%
60
487
$6K ﹤0.01%
45
488
$6K ﹤0.01%
+201
489
$6K ﹤0.01%
61
490
$6K ﹤0.01%
113
491
$6K ﹤0.01%
700
-5,500
492
$6K ﹤0.01%
158
-41
493
$6K ﹤0.01%
35
494
$6K ﹤0.01%
30
495
$6K ﹤0.01%
125
496
$6K ﹤0.01%
100
497
$6K ﹤0.01%
59
498
$6K ﹤0.01%
43
+29
499
$6K ﹤0.01%
78
500
$6K ﹤0.01%
200