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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.26%
2 Consumer Discretionary 7.16%
3 Healthcare 4.62%
4 Communication Services 3.24%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$8K ﹤0.01%
130
-172
502
$8K ﹤0.01%
300
503
$8K ﹤0.01%
3,206
504
$8K ﹤0.01%
190
505
$8K ﹤0.01%
400
506
$8K ﹤0.01%
30
507
$8K ﹤0.01%
30
508
$8K ﹤0.01%
87
509
$8K ﹤0.01%
347
510
$8K ﹤0.01%
300
511
$7K ﹤0.01%
177
512
$7K ﹤0.01%
44
-120
513
$7K ﹤0.01%
40
-11
514
$7K ﹤0.01%
212
-100
515
$7K ﹤0.01%
368
-754
516
$7K ﹤0.01%
106
+6
517
$7K ﹤0.01%
20
-17
518
$7K ﹤0.01%
22
519
$7K ﹤0.01%
245
+117
520
$7K ﹤0.01%
1,850
521
$7K ﹤0.01%
113
522
$7K ﹤0.01%
200
523
$7K ﹤0.01%
+135
524
$7K ﹤0.01%
225
525
$7K ﹤0.01%
125