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
501
$6K ﹤0.01%
+167
502
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+205
503
$6K ﹤0.01%
+310
504
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54
505
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22
506
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250
507
$6K ﹤0.01%
191
508
$5K ﹤0.01%
21
+11
509
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378
510
$5K ﹤0.01%
+55
511
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77
-1
512
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124
513
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+185
514
$5K ﹤0.01%
93
515
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75
516
$5K ﹤0.01%
50
517
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+195
518
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54
519
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15
520
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+155
521
$5K ﹤0.01%
200
522
$5K ﹤0.01%
107
523
$5K ﹤0.01%
80
524
$5K ﹤0.01%
106
525
$5K ﹤0.01%
300