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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
$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
526
$5K ﹤0.01%
1,200
527
$5K ﹤0.01%
45
528
$5K ﹤0.01%
312
529
$5K ﹤0.01%
20
530
$5K ﹤0.01%
50
531
$5K ﹤0.01%
200
-300
532
$5K ﹤0.01%
200
533
$5K ﹤0.01%
107
534
$5K ﹤0.01%
106
535
$5K ﹤0.01%
+336
536
$5K ﹤0.01%
131
537
$5K ﹤0.01%
73
538
$5K ﹤0.01%
43
+11
539
$5K ﹤0.01%
555
-200
540
$5K ﹤0.01%
35
541
$5K ﹤0.01%
55
542
$5K ﹤0.01%
54
543
$5K ﹤0.01%
104
544
$5K ﹤0.01%
+153
545
$4K ﹤0.01%
+21
546
$4K ﹤0.01%
41
547
$4K ﹤0.01%
50
+15
548
$4K ﹤0.01%
114
+112
549
$4K ﹤0.01%
32
550
$4K ﹤0.01%
53